U.S. Markets closed

MainStay Winslow Large Cap Growth Fund Class I (MLAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
13.06-0.24 (-1.80%)
At close: 08:00PM EST

MainStay Winslow Large Cap Growth Fund Class I

MainStay Funds

169 Lackawanna Ave

Parsippany, NJ 07054

Management Information
Patrick M. Burton,Lead Manager since March 30, 2013
Mr. Burton is a portfolio manager for the Large Cap Growth Strategy. He focuses his expertise in the Technology sector analyzing both potential technology investments and trends within the ever changing technology landscape. Key areas of focus include consumer internet, social media, online travel agencies, digital payments, cloud computing and legacy technology. Mr. Burton joined Winslow Capital in 2010 as a managing director/analyst responsible for the Technology sector. Prior to that, he was senior equity research analyst for Thrivent Asset Management in Minneapolis. He also served as a managing director for Citigroup Investments.
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.
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 Growth
Fund FamilyNew York Life Investment Management LLC
Net Assets15.98B
YTD Return18.22%
Morningstar Rating★★★
Inception DateMar 31, 2005

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover44.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMLAIXCategory Average
Annual Report Expense Ratio (net)0.72%0.99%
Prospectus Net Expense Ratio0.72%N/A
Prospectus Gross Expense Ratio0.72%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection230N/A
5 Yr Expense Projection401N/A
10 Yr Expense Projection894N/A