Nasdaq - Delayed Quote USD

NYLI WMC Value Class C (MMPCX)

22.01 +0.03 (+0.14%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 21.98
  • YTD Return 12.39%
  • Expense Ratio 2.05%
  • Category Large Value
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.01B
  • Beta (5Y Monthly) 0.80
  • Yield 1.07%
  • 5y Average Return --
  • Holdings Turnover 29.00%
  • Last Dividend 0.24
  • Inception Date Jan 21, 1971

The fund invests in equity securities issued by companies of any size or market capitalization range. While it does not limit its investments to issuers within a particular capitalization range, it generally invests in large capitalization companies. The fund may invest in securities of foreign issuers, including securities of emerging market country issuers.

New York Life Investment Management LLC

Fund Family

Large Value

Fund Category

1.01B

Net Assets

1971-01-21

Inception Date

Performance Overview: MMPCX

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

YTD Return

MMPCX
12.39%
Category
4.44%
?

1-Year Return

MMPCX
21.39%
Category
14.37%
?

3-Year Return

MMPCX
7.39%
Category
6.04%
?

5-Year Return

MMPCX
11.71%
Category
9.20%
?

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Holdings: MMPCX

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Top 10 Holdings (24.37% of Total Assets)

SymbolCompany% Assets
JPM
JPM 4.04%
UNH
UNH 3.86%
JNJ
JNJ 2.96%
CSCO
CSCO 2.34%
PFE
PFE 2.14%
ELV
ELV 2.11%
MET
MET 1.83%
MTB
MTB 1.72%
AIG
AIG 1.70%
CNC
CNC 1.68%

Sector Weightings

Recent News: MMPCX

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Research Reports: MMPCX

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