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MainStay WMC Small Companies B MOTBX

Quantitative rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 17.38  /  1.11 %
  • Total Assets 348.5 Mil
  • Adj. Expense Ratio
    2.240%
  • Expense Ratio 2.250%
  • Distribution Fee Level High
  • Share Class Type
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 1.31%
  • Turnover 75%

Morningstar’s Analysis MOTBX

Will MOTBX outperform in future?

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

Summary

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Weakness in MainStay WMC Small Companies B's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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