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Morningstar

MainStay WMC Small Companies I MOPIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 22.61  /  0.31 %
  • Total Assets 339.0 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.34%
  • Turnover 75%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:04 PM GMT+00:00

Morningstar’s Analysis MOPIX

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

People Pillar

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

Summary

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Weakness in MainStay WMC Small Companies I's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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