Weakness in MainStay WMC Small Companies I's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 20.75 / 3.65 %
- Total Assets 300.4 Mil
-
Adj. Expense Ratio
0.980%
- Expense Ratio 0.980%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 2.48%
- Turnover 75%
Morningstar’s Analysis MOPIX
Will MOPIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 67
- Bond Holdings 0
- Other Holdings 6
- % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
iShares Russell 2000 ETF
2.15
6,607,668
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