FCUPX Mutual Fund

FCUPX Mutual Fund (NYLIM PineStone US Equity Fund Class P) is managed by New York Life Investments with $98.7M in net assets. FCUPX expense ratio is 0.61%, holding 27 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2023-08-28.

FCUPX performance shows a YTD return of 3.36%. The 1-year return is 6.58% and the 5-year return is 6.90%. FCUPX dividend yield stands at 1.23%, paid annually.

FCUPX 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 FCUPX holdings, FCUPX sectors, or FCUPX dividends.

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