MainStay ICAP Select Equity I (ICSLX)
* As of 31-Jul-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.90%|
Performance & Risk
|5y Avg Return:||14.47%|
|Rank in Category (ytd):||94|
|% Rank in Category (ytd):||7.31%|
|Morningstar Risk Rating:||3|
The investment seeks total return.
The fund invests primarily in U.S. dollar-denominated equity securities of U.S. and foreign companies with market capitalizations (at the time of investment) of at least $3 billion. It seeks to achieve a total return greater than the Russell 1000Â® Value Index over longer periods of time and indices comprised of value-oriented stocks over shorter periods of time. The fund will typically hold between 25 and 30 securities. Under normal circumstances, it will invest at least 80% of its assets (net assets plus borrowings for investment purposes) in common stocks and other equity securities. View More