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NYLI PineStone U.S. Equity Class R6 (FCUDX)

17.48
-0.88
(-4.79%)
At close: April 4 at 8:00:41 PM EDT
Loading Chart for FCUDX
  • Previous Close 18.36
  • YTD Return -1.63%
  • Expense Ratio 0.61%
  • Category Large Blend
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 546.6M
  • Beta (5Y Monthly) 0.89
  • Yield 0.59%
  • 5y Average Return --
  • Holdings Turnover 2.00%
  • Last Dividend 0.11
  • Inception Date Aug 28, 2023

The fund’s subadvisor, seeks to achieve the fund’s investment objective by investing substantially in a portfolio of U.S. equities. The fund generally expects to focus on issuers with market capitalizations in excess of $1 billion. The fund is non-diversified.

New York Life Investment Management LLC

Fund Family

Large Blend

Fund Category

546.6M

Net Assets

2023-08-28

Inception Date

Performance Overview: FCUDX

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Trailing returns as of 4/4/2025. Category is Large Blend.

YTD Return

FCUDX
1.63%
Category
5.31%
 

1-Year Return

FCUDX
3.00%
Category
20.31%
 

3-Year Return

FCUDX
7.50%
Category
6.48%
 

5-Year Return

FCUDX
16.95%
Category
11.78%
 

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Holdings: FCUDX

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Sector Weightings

SectorFCUDX
Technology   18.16%
Healthcare   11.10%
Industrials   9.24%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: FCUDX

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Research Reports: FCUDX

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