About FCUEX
NYLI PineStone U.S. Equity Fund Class A is a mutual fund focused on investing in a diversified portfolio of U.S. large-cap equities. The fund is subadvised by PineStone Asset Management and follows a long-term, quality-driven approach, emphasizing companies with sustainable competitive advantages and strong fundamentals. Its investment strategy is based on rigorous bottom-up research, aiming to identify high-conviction holdings across key sectors such as technology, financial services, consumer cyclical, healthcare, and basic materials. Notable holdings frequently include companies like Microsoft, Alphabet, Moody's, AutoZone, and UnitedHealth Group, reflecting the fund's preference for established market leaders. Classified as a "large blend" fund, it strives to balance growth and value investing characteristics within its portfolio. With relatively low turnover and a disciplined process, NYLI PineStone U.S. Equity Fund Class A is designed to offer exposure to the performance potential of the U.S. equity market while maintaining a focus on fundamental quality and long-term capital appreciation.
Fund Family New York Life Investment Management LLC
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol FCUEX
Share Class Class A
Index S&P 500 TR
FCUEX had a total return of 2.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.32%.
