MainStay Equity Index A 169 Lackawanna Ave. Parsippany, NJ 07054 Map
Phone: 800-624-6782
| Category: | Large Blend | | Fund Family: | MainStay | | Net Assets: | 236.86M | | Year-to-Date Return: | 23.73% | | Yield: | 2.23% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Dec-90 |
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Francis J. Ok
Lead Manager since
01-Nov-96 | | | Ok is a director and a portfolio manager with NYLIM, his employer since March 2000. Previously, he was portfolio manager and managed the trading desk at Monitor Capital Advisors LLC since 1994. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to provide investment results that correspond to the total return performance (reflecting reinvestment of dividends) of publicly traded common stocks represented by the S&P 500 index. The fund normally invests at least 80% of assets in stocks in the S&P 500 index in the same proportion, to the extent feasible, as they are represented in the S&P 500 index. |
| Last Dividend
(14-Dec-09):
| 0.65 | | Last Cap Gain
(19-Dec-02):
| 1.27 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.74% |
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| Expense | MCSEX | Category Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 3.00%
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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