Morningstar

NYLIM WMC Small Companies Class A MOPAX

Medalist Rating as of Aug 31, 2026 See New York Life Investment Management Investment Hub

Strategy

The investment seeks long term growth of capital. The fund invests, under normal circumstances, at least 80% of its assets (net assets plus any borrowings for investment purposes) in the securities of U.S. companies with market capitalizations at the time of investment that are similar to the market capitalizations of companies within the collective range of the Russell 2000® Index and Russell Microcap Index. It may also invest up to 10% of its net assets in securities of foreign issuers.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MOPIX	NYLIM WMC Small Companies Class I	Institutional	Open			Jan 12, 1987	$134.99M	0.950%	Average	$1M	−$28.37M
MOPAX	NYLIM WMC Small Companies Class A	Front Load	Open			Jan 2, 2004	$156.59M	1.200%	Below Average	$15,000	−$3.97M
MOINX	NYLIM WMC Small Companies Investor Class	Front Load	Open			Feb 28, 2008	$26.52M	1.480%	High	$1,000	−$13.07M
MOPCX	NYLIM WMC Small Companies Class C	Level Load	Open			Dec 30, 2002	$906,793.00	2.230%	High	$1,000	−$193,074.58

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