Morningstar

NYLIM WMC Value Class C MMPCX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $23.25  /  +0.35 %
  • Fund Size $902.1M
  • Adjusted Expense Ratio 1.980%
  • Net Expense Ratio 1.980%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.92%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis MMPCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLIM WMC Value 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 MMPCX

More MMPCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.77 62M
Technology

JPMorgan Chase & Co

3.53 32M
Financial Services

Merck & Co Inc

2.78 25M
Healthcare

Johnson & Johnson

2.70 25M
Healthcare

Cisco Systems Inc

2.04 19M
Technology

UnitedHealth Group Inc

2.01 18M
Healthcare

Elevance Health Inc

1.82 17M
Healthcare

Intercontinental Exchange Inc

1.80 16M
Financial Services

Gilead Sciences Inc

1.80 16M
Healthcare

Pfizer Inc

1.77 16M
Healthcare

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