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Morningstar

MainStay WMC Enduring Capital I MSOIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See New York Life Investment Hub

Morningstar’s Analysis MSOIX

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

  • People Pillar

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

MainStay WMC Enduring Capital I's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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