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Morningstar

MainStay WMC Enduring Capital B MOPBX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 28.55  /  0.35 %
  • Total Assets 512.2 Mil
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.860%
  • Distribution Fee Level Above Average
  • Share Class Type —
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield —
  • Turnover 2%

USD | NAV as of Dec 07, 2023 | 1-Day Return as of Dec 07, 2023, 11:22 PM GMT+0

Morningstar’s Analysis MOPBX

Will MOPBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MOPBX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MOPBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MOPBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in MainStay WMC Enduring Capital B's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MOPBX

More MOPBX Holdings
  • Current Portfolio Date
  • Equity Holdings 33
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 48.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Constellation Software Inc

6.61
31,074,768
Technology

Markel Group Inc

5.52
25,929,679
Financial Services

Progressive Corp

5.09
23,897,517
Financial Services

PACCAR Inc

4.74
22,276,580
Industrials

NVR Inc

4.69
22,018,538
Consumer Cyclical

Berkshire Hathaway Inc Class B

4.55
21,385,007
Financial Services

Copart Inc

4.50
21,170,522
Industrials

Linde PLC

4.46
20,947,336
Basic Materials

Expeditors International of Washington Inc

4.00
18,805,530
Industrials

Watsco Inc Class A

3.87
18,197,754
Industrials