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NYLI WMC Enduring Capital Class B (MOPBX)

34.97
+0.21
+(0.60%)
At close: February 20 at 8:01:20 PM EST
Loading Chart for MOPBX
  • Previous Close 34.76
  • YTD Return 4.86%
  • Expense Ratio 1.92%
  • Category Large Blend
  • Last Cap Gain 34.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 540.35M
  • Beta (5Y Monthly) 0.99
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.05
  • Inception Date Feb 28, 2008

Under normal circumstances, the fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in common stocks. It invests in common stocks of U.S. companies with market capitalizations that, at the time of investment, are similar to the market capitalizations of companies whose stocks are included in the S&P 500® Index or the Russell 3000® Index. The fund may also invest in securities of foreign issuers.

New York Life Investment Management LLC

Fund Family

Large Blend

Fund Category

540.35M

Net Assets

2008-02-28

Inception Date

Performance Overview: MOPBX

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Trailing returns as of 2/18/2025. Category is Large Blend.

YTD Return

MOPBX
4.86%
Category
5.31%
 

1-Year Return

MOPBX
13.81%
Category
20.31%
 

3-Year Return

MOPBX
7.37%
Category
6.48%
 

5-Year Return

MOPBX
12.17%
Category
11.78%
 

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Holdings: MOPBX

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Sector Weightings

SectorMOPBX
Industrials   31.49%
Technology   12.74%
Healthcare   4.00%
Real Estate   3.07%
Utilities   0.00%
Energy   0.00%

Recent News: MOPBX

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Research Reports: MOPBX

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