FCUCX Mutual Fund

FCUCX Mutual Fund

NAV$20.48
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Fund Essentials - as of Jul 31, 2026

Net Assets
$62,721.2
Expense Ratio
1.85%
Dividend Yield (Current)
-
Holdings
28
Inception Date
Aug 28, 2023
Fund Family
New York Life Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

1 Year-1.66%
3 Year+7.81%
5 Year+5.70%

Asset Allocation

Stocks: 99.86%
Cash: 0.14%
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Top Holdings

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TickerNameWeight
GOOGLAlphabet Inc9.84%
MSFTMicrosoft Corp8.99%
AMZNAmazon.Com Inc7.20%
MCOMoody'S Corp.7.13%
MAMastercard Inc6.45%
Top 10 Concentration: 61.99%Report Date: Jul 31, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FCUCX Mutual Fund Overview

FCUCX Mutual Fund (NYLIM PineStone US Equity Fund Class C) is managed by New York Life Investments with $62,721.2 in net assets. FCUCX expense ratio is 1.85%, holding 28 positions across sectors including Consumer Discretionary, Information Technology, Financials. Inception date: 2023-08-28.

FCUCX performance shows data across multiple time periods. The 1-year return is -1.66% and the 5-year return is 5.70%.

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

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