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MainStay WMC Small Companies I MOPIX

Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 24.62  /  +0.53 %
  • Total Assets 270.9 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.31%
  • Turnover 86%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:04 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

Freshpet Inc

2.37 6.1 Mil
Consumer Defensive

Skyline Champion Corp

2.12 5.4 Mil
Consumer Cyclical

MRC Global Inc

2.12 5.4 Mil
Energy

Taboola.com Ltd

2.09 5.3 Mil
Communication Services

Xometry Inc Ordinary Shares - Class A

2.02 5.2 Mil
Industrials

Blue Bird Corp

1.93 4.9 Mil
Consumer Cyclical

BWX Technologies Inc

1.90 4.9 Mil
Industrials

Brady Corp Class A

1.82 4.7 Mil
Industrials

Hilton Grand Vacations Inc

1.81 4.6 Mil
Consumer Cyclical

Interface Inc

1.80 4.6 Mil
Industrials