Nasdaq - Delayed Quote USD

NYLI WMC Enduring Capital Class A (MSOAX)

40.58 +0.10 (+0.25%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 40.48
  • YTD Return 16.56%
  • Expense Ratio 0.94%
  • Category Large Blend
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 559.78M
  • Beta (5Y Monthly) 0.96
  • Yield 0.55%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.22
  • Inception Date Dec 28, 2004

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

559.78M

Net Assets

2004-12-28

Inception Date

Performance Overview: MSOAX

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Trailing returns as of 10/17/2024. Category is Large Blend.

YTD Return

MSOAX
16.56%
Category
5.31%
?

1-Year Return

MSOAX
30.66%
Category
20.31%
?

3-Year Return

MSOAX
10.49%
Category
6.48%
?

5-Year Return

MSOAX
14.89%
Category
11.78%
?

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Holdings: MSOAX

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Top 10 Holdings (49.83% of Total Assets)

SymbolCompany% Assets
CSU.TO
Constellation Software Inc. 8.25%
NVR
NVR, Inc. 6.09%
PGR
The Progressive Corporation 6.05%
BRK-B
Berkshire Hathaway Inc. 4.77%
MKL
Markel Group Inc. 4.60%
LIN
Linde plc 4.19%
CPRT
Copart, Inc. 4.13%
PCAR
PACCAR Inc 4.00%
COST
Costco Wholesale Corporation 3.99%
CTAS
Cintas Corporation 3.75%

Sector Weightings

Recent News: MSOAX

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Research Reports: MSOAX

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