FCUDX Mutual Fund

FCUDX Mutual Fund (NYLIM PineStone US Equity Fund Class R6) is managed by New York Life Investments with $265.7M in net assets. FCUDX expense ratio is 0.61%, holding 28 positions across sectors including Consumer Discretionary, Information Technology, Financials. Inception date: 2023-08-28.

FCUDX performance shows a YTD return of 3.46%. The 1-year return is 3.10% and the 5-year return is 6.90%. FCUDX dividend yield stands at 1.23%, paid annually.

FCUDX top holdings include Alphabet Inc,class A (9.8%), Microsoft Corp (9.0%), Amazon.Com Inc (7.2%), Moody'S Corp. (7.1%), Mastercard Inc (6.5%). Go to all FCUDX holdings, FCUDX sectors, or FCUDX dividends.

FCUDX can be compared against other funds. Use FCUDX overlap to find shared positions, or FCUDX vs another fund for a side-by-side view. FCUDX alternatives are available via the screener, along with tax-loss harvesting opportunities.