MECFX – NYLIM Epoch Capital Growth Class I Investment Strategy | Morningstar

Morningstar

Strategy

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 in emerging markets as determined by the fund's Subadvisor.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MECFX	NYLIM Epoch Capital Growth Class I	Institutional	Open			Jun 30, 2016	$55.64M	0.900%	Average	$1M	−$23.69M
MECVX	NYLIM Epoch Capital Growth Investor Class	Front Load	Open			Jun 30, 2016	$4.14M	1.420%	High	$2,500	−$297,476.64
MECDX	NYLIM Epoch Capital Growth Class A	Front Load	Open			Jun 30, 2016	$73.59M	1.150%	Average	$15,000	$767,502.02
MECEX	NYLIM Epoch Capital Growth Class C	Level Load	Open			Jun 30, 2016	$725,754.00	2.160%	High	$2,500	−$422,073.07

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