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Morningstar

MainStay WMC Small Companies B MOTBX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis MOTBX

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

People Pillar

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

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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