MECFX : MainStay Epoch Capital Growth Fund Class I

MECFX is a Allocation Market Total World with MODERATE fees.

MECFX

MainStay Epoch Capital Growth Fund Class I

FI Score

41 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

41% FI Score
  • mecfx
  • Mutual Fund
  • Allocation
  • Total World

MainStay Epoch Capital Growth Fund Class I

Expenses: 0.90% (Better than 1% 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

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo