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MainStay PineStone U.S. Equity I (FCUIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
15.86-0.06 (-0.38%)
At close: 08:01PM EDT

MainStay PineStone U.S. Equity I

Parsippany NJ 07054

169 Lackawanna Ave

Mainstay Funds Trust

800 624 6782
Management Information
,Lead Manager since September 29, 2019
Nazim Rizk BBA, MBA, CFA is Chief Executive Officer, Chief Investment Officer and Lead Portfolio Manager of PineStone Asset Management Inc., a specialist global equity manager which he founded in 2021.
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.

Fund Overview

CategoryLarge Blend
Fund FamilyNew York Life Investment Management LLC
Net Assets101.42M
YTD Return10.99%
Morningstar Rating★★★★★
Inception DateSep 29, 2019

Fund Operations

Last Dividend0.07
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseFCUIXCategory Average
Annual Report Expense Ratio (net)1.00%0.84%
Prospectus Net Expense Ratio1.00%N/A
Prospectus Gross Expense Ratio1.21%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A