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Morningstar

MainStay WMC Enduring Capital I MSOIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 30.82  /  1.00 %
  • Total Assets 618.8 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.660%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.52%
  • Turnover 2%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:04 PM GMT+00:00

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.

Summary

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MainStay WMC Enduring Capital I’s Process Pillar rating is just average, but a strong management team still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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