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Morningstar

MainStay WMC Intl Research Eq A MYITX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 7.08  /  0.71 %
  • Total Assets 158.5 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 15,000
  • Status Open
  • TTM Yield 1.54%
  • Turnover 65%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:20 PM GMT+0

Morningstar’s Analysis MYITX

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

People Pillar

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

MainStay WMC Intl Research Eq A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MYITX

More MYITX Holdings
  • Current Portfolio Date
  • Equity Holdings 193
  • Bond Holdings 0
  • Other Holdings 26
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.62
3,828,971
Technology

Shell PLC

2.33
3,404,768
Energy

Unilever PLC

2.20
3,214,991
Consumer Defensive

Tencent Holdings Ltd

1.98
2,891,501
Communication Services

BP PLC

1.82
2,654,608
Energy

Pernod Ricard SA

1.76
2,574,823
Consumer Defensive

Reckitt Benckiser Group PLC

1.56
2,274,387
Consumer Defensive

Haleon PLC

1.54
2,247,534
Healthcare

Vale SA

1.52
2,219,195
Basic Materials

ASML Holding NV

1.52
2,213,133
Technology