Morningstar

NYLIM WMC International Research Equity Investor Class MYINX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $11.33  /  −0.61 %
  • Fund Size $235.4M
  • Adjusted Expense Ratio 1.530%
  • Net Expense Ratio 1.520%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 2.05%
  • Turnover Ratio 109%
NAV and 1-Day Return as of

Morningstar’s Analysis MYINX

Will MYINX outperform in the 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 MYINX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLIM WMC International Rsrch Eq Inv Cl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MYINX

More MYINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Samsung Electronics Co Ltd

2.77 7M
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ASML Holding NV

2.67 7M
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SK hynix Inc

2.47 6M
Technology

Shell PLC

2.14 5M
Energy

iShares MSCI ACWI ex US ETF

1.96 5M
—

TotalEnergies SE

1.92 5M
Energy

Tencent Holdings Ltd

1.56 4M
Communication Services

British American Tobacco PLC

1.46 4M
Consumer Defensive

Mizuho Financial Group Inc

1.46 4M
Financial Services

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