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Morningstar

MainStay MacKay International Equity I MSIIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 16.42  /  1.92 %
  • Total Assets 328.3 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.55%
  • Turnover 94%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:39 PM GMT+00:00

Morningstar’s Analysis MSIIX

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

People Pillar

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit MainStay MacKay International Equity I to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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