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MainStay WMC Enduring Capital I MSOIX

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%

Morningstar’s Analysis MSOIX

Will MSOIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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