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.
- NAV / 1-Day Return 17.38 / 1.11 %
- Total Assets 348.5 Mil
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Adj. Expense Ratio
- 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.