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MainStay WMC Small Companies I MOPIX

Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 23.99  /  +0.29 %
  • Total Assets 289.6 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.31%
  • Turnover 86%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:13 PM GMT+0

Morningstar’s Analysis MOPIX

Will MOPIX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit MainStay WMC Small Companies I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings MOPIX

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

Carpenter Technology Corp

2.37 6.5 Mil
Industrials

Skyline Champion Corp

2.22 6.1 Mil
Consumer Cyclical

Semtech Corp

2.20 6.0 Mil
Technology

MRC Global Inc

2.14 5.9 Mil
Energy

Interface Inc

2.12 5.8 Mil
Industrials

Hims & Hers Health Inc Ordinary Shares - Class A

2.11 5.8 Mil
Consumer Defensive

Tidewater Inc

1.93 5.3 Mil
Energy

Freshpet Inc

1.93 5.3 Mil
Consumer Defensive

Blue Bird Corp

1.89 5.2 Mil
Consumer Cyclical

Minerals Technologies Inc

1.80 4.9 Mil
Basic Materials