Nasdaq - Delayed Quote USD

MainStay WMC Enduring Capital Inv (MCSSX)

36.02 -0.05 (-0.14%)
At close: 8:00 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in common stocks. It invests in common stocks of U.S. companies with market capitalizations that, at the time of investment, are similar to the market capitalizations of companies whose stocks are included in the S&P 500® Index or the Russell 3000® Index. The fund may also invest in securities of foreign issuers.

MainStay WMC Enduring Capital Inv

Parsippany, NJ 07054
169 Lackawanna Ave

Fund Overview

Category Large Blend
Fund Family New York Life Investment Management LLC
Net Assets 558.5M
YTD Return 9.65%
Yield 0.40%
Morningstar Rating
Inception Date Jun 01, 1998

Fund Operations

Last Dividend 0.15
Last Cap Gain 11.00
Holdings Turnover 17.00%
Average for Category --

Fees & Expenses

Expense MCSSX Category Average
Annual Report Expense Ratio (net) 0.94% 0.84%
Prospectus Net Expense Ratio 0.94% --
Prospectus Gross Expense Ratio 0.94% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.18%
Max Deferred Sales Load -- 1.28%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Katz has managed the MainStay WMC Enduring Capital Fund since February 2024. Mr. Katz is an equity research analyst on the Durable Equity Team, where he focuses on the Durable Companies and Durable Enterprises approaches. Prior to joining Wellington, Mr. Katz co-founded Durable Partners, a long-term oriented investment firm focused on investing in small/mid-size private companies. Mr. Katz previously worked as an analyst in the Public Equity Group at Bain Capital from 2013 to 2019, as an associate at Clayton, Dubilier & Rice from 2010 to 2012, and as an investment banking analyst at Goldman Sachs from 2008 to 2010. Mr. Katz earned his MBA from Harvard Business School and his A.B. in economics from Princeton University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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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