Morningstar

NYLIM Epoch Capital Growth Class C MECEX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Management Investment Hub
  • NAV / 1-Day Return 15.11  /  +0.67 %
  • Total Assets 134.1M
  • Adj. Expense Ratio
    2.160%
  • Expense Ratio 2.160%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 33%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MECEX

Will MECEX outperform in the 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 MECEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLIM Epoch Capital Growth Class C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MECEX

More MECEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.22 6M
Technology

Apple Inc

2.54 3M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

2.06 3M
Technology

Alphabet Inc Class A

1.72 2M
Communication Services

Mastercard Inc Class A

1.61 2M
Financial Services

Broadcom Inc

1.60 2M
Technology

AbbVie Inc

1.59 2M
Healthcare

Monster Beverage Corp

1.57 2M
Consumer Defensive

Manhattan Associates Inc

1.56 2M
Technology

Industria De Diseno Textil SA Share From Split

1.56 2M
Consumer Cyclical

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