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 28 positions across sectors including Consumer Discretionary, Information Technology, Financials. Inception date: 2023-08-28.

FCUPX performance shows a YTD return of 0.89%. The 1-year return is -0.43% and the 5-year return is 6.90%. FCUPX dividend yield stands at 0.51%.

FCUPX 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 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.