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MainStay WMC Small Companies B MOTBX

Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 17.49  /  +1.16 %
  • Total Assets 269.7 Mil
  • Adj. Expense Ratio
    2.240%
  • Expense Ratio 2.240%
  • Distribution Fee Level High
  • Share Class Type
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield
  • Turnover 86%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 10:52 PM GMT+0

Morningstar’s Analysis MOTBX

Will MOTBX 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 B to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings MOTBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.0
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