FCUEX Mutual Fund

FCUEX Mutual Fund (NYLIM PineStone US Equity Fund Class A) is managed by New York Life Investments with $3.4M in net assets. FCUEX expense ratio is 0.99%, holding 27 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2019-09-30.

FCUEX performance shows a YTD return of 3.18%. The 1-year return is 6.21% and the 5-year return is 6.58%. FCUEX dividend yield stands at 0.92%, paid annually.

FCUEX top holdings include Alphabet Inc,class A (10.1%), Kla Corp (7.3%), Microsoft Corp (7.2%), Moody'S Corp. (6.9%), Amazon.Com Inc (6.5%). Go to all FCUEX holdings, FCUEX sectors, or FCUEX dividends.

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