MECDX : MainStay Epoch Capital Growth Fund Class A

MECDX is a Allocation Market Total World with HIGH fees.

MECDX

MainStay Epoch Capital Growth Fund Class A

FI Score

33 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

33% FI Score
  • mecdx
  • Mutual Fund
  • Allocation
  • Total World

MainStay Epoch Capital Growth Fund Class A

Expenses: 1.15% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund generally invests in a diversified portfolio consisting of equity securities of companies located throughout the world, including the U.S., that have a history of earning a high return on their invested capital relative to their cost of capital and that have positive growth in operating cash flow. It invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities of companies across all market capitalizations. The fund may invest up to 20% of its net assets in securities issued by companies located in emerging markets as determined by the Subadvisor.

Largest Holdings

Amount Holding
1.91% Microsoft Corp
1.90% Mainstay Fds Tr
1.78% Masimo Corp
1.73% CSL Ltd
1.59% Gentex Corp
1.58% Costco Wholesale Corp
1.55% Fortinet Inc
1.53% UnitedHealth Group Inc
1.46% Accenture PLC Class A
1.42% ASML Holding NV ADR
1.34% NVIDIA Corp
1.31% Alphabet Inc A
1.26% Mettler-Toledo International Inc
1.23% Veeva Systems Inc Class A
1.23% Constellation Software Inc
1.19% Unicharm Corp
1.19% S&P Global Inc
1.13% Monolithic Power Systems Inc
1.12% NEXON Co Ltd
1.09% Automatic Data Processing Inc
1.08% Arista Networks Inc
1.08% Align Technology Inc
1.08% Coloplast A/S B
1.08% Canadian National Railway Co
1.08% Intuit Inc

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