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MainStay Winslow Large Cap Growth Fund (MLINX)

9.33 -0.06 (-0.64%)
At close: 8:00 PM EDT

Fund Summary

The fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in large capitalization companies, which are companies having a market capitalization in excess of $4 billion at the time of purchase. The Subadvisor invests substantially all of the fund's investable assets in domestic securities. However, the fund is permitted to invest up to 20% of its net assets in foreign securities. An issuer of a security is considered to be a U.S. or foreign issuer based on the issuer’s “country of risk” (or similar designation) as determined by a third-party such as Bloomberg.

MainStay Winslow Large Cap Growth Fund

Parsippany, NJ 07054
169 Lackawanna Ave

Fund Overview

Category Large Growth
Fund Family New York Life Investment Management LLC
Net Assets 15.1B
YTD Return 13.02%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 2005

Fund Operations

Last Dividend 0.00
Last Cap Gain 27.00
Holdings Turnover 81.00%
Average for Category --

Fees & Expenses

Expense MLINX Category Average
Annual Report Expense Ratio (net) 0.73% 0.99%
Prospectus Net Expense Ratio 0.73% --
Prospectus Gross Expense Ratio 0.73% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Justin H. Kelly, Lead Manager since October 28, 2005
As Chief Investment Officer, Justin Kelly ensures the Winslow Capital growth equity process is fully executed by all Portfolio Managers and Analysts. Further, he sets the macroeconomic framework and investment roadmaps for all of Winslow Capital’s products. On the U.S. Large Cap Growth Strategies, he is responsible for portfolio construction and operates as a Portfolio Manager. Justin is a member of Winslow Capital’s Executive Committee and Management Committee. Justin joined Winslow Capital in 1999 as Managing Director responsible for research and portfolio management. Prior to that, he was co-head of the technology research team at Investment Advisers, Inc. in Minneapolis. He also served as an Investment Banker in New York City for Prudential Securities and Salomon Brothers.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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