Fund Evaluator:

NYLIM WMC International Rsrch Eq Inv Cl Overview

NYLIM WMC International Rsrch Eq Inv Cl (MYINX) is an actively managed International Equity Foreign Large Blend fund. New York Life Investment Management LLC launched the fund in 2008.

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities of foreign companies, including securities of emerging market country issuers. It may invest in securities of foreign issuers in the form of depositary receipts or other securities that are convertible into securities of foreign issuers. The fund will invest in small, mid, and large capitalization companies.

About NYLIM WMC International Rsrch Eq Inv Cl (MYINX)

There are 2 members of the management team with an average tenure of 5.49 years: Jonathan White (2021), Mary Pryshlak (2021). Management tenure is more important for actively managed funds than passive index funds.

The fund has 2 primary benchmarks: MSCI EAFE NR USD index with a weighting of 100% and MSCI ACWI Ex USA NR USD index with a weighting of 100%. NYLIM WMC International Rsrch Eq Inv Cl has 234 securities in its portfolio. The top 10 holdings constitute 24.8% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

NYLIM WMC International Rsrch Eq Inv Cl is part of the Equity global asset class and is within the International Equity fund group. NYLIM WMC International Rsrch Eq Inv Cl has 96.5% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 2.4%. There is 96.5% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). NYLIM WMC International Rsrch Eq Inv Cl has 1.1% of the portfolio in cash.

Assets Under Management

The fund has $1 million in total assets, which is below the $2 billion average for the Foreign Large Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

MYINX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The NYLIM WMC International Rsrch Eq Inv Cl expense ratio is high compared to funds in the Foreign Large Blend category. NYLIM WMC International Rsrch Eq Inv Cl has an expense ratio of 1.53%, which is 63% higher than its category average, making the fund expense ratio grade a F. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. NYLIM WMC International Rsrch Eq Inv Cl has a portfolio turnover rate of 109%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 62% for the Foreign Large Blend category.

Recently, in the month of August 2026, NYLIM WMC International Rsrch Eq Inv Cl returned 1.9%, which earned it a grade of C, as the Foreign Large Blend category had an average return of 2.0%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

NYLIM WMC International Rsrch Eq Inv Cl has a trailing yield of 2.00%, which is below the 2.13% category average. The fund normally distributes its income annually and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

NYLIM WMC International Rsrch Eq Inv Cl Grades

Year to date, the fund has returned 15.1%, 1.2 percentage points better than the category, which translates into a grade of B. The fund has returned 28.4% over the past year (grade of A), 21.0% over the past three years (grade of A) and 9.7% per year over the past five years (grade of B) and 7.2% per year over the past 10 years (grade of F).

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