Morningstar

NYLIM WMC Small Companies Class I MOPIX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Management Investment Hub
  • NAV / 1-Day Return 37.49  /  +1.46 %
  • Total Assets 340.2M
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.15%
  • Turnover 77%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MOPIX

Will MOPIX outperform in the 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 MOPIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MOPIX 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 MOPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLIM WMC Small Companies Class I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MOPIX

More MOPIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Xometry Inc Ordinary Shares - Class A

3.57 12M
Industrials

iShares Russell 2000 ETF

3.09 11M
—

Lundin Mining Corp

2.74 10M
Basic Materials

Laureate Education Inc Shs

2.36 8M
Consumer Defensive

Enova International Inc

2.29 8M
Financial Services

Fortrea Holdings Inc

2.11 7M
Healthcare

Integer Holdings Corp

2.11 7M
Healthcare

DigitalOcean Holdings Inc

2.06 7M
Technology

TTM Technologies Inc

2.03 7M
Technology

Waystar Holding Corp

1.98 7M
Healthcare

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