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MainStay Epoch US Equity Yield I EPLCX

Quantitative rating as of
  • NAV / 1-Day Return 19.64  /  0.56 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.28%
  • Turnover 25%

Morningstar’s Analysis EPLCX

Will EPLCX outperform in future?

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

Summary

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A decline in its Process Pillar rating is the primary driver of MainStay Epoch US Equity Yield I's downgrade to a Morningstar Quantitative Rating of Neutral from Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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