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MainStay Winslow Large Cap Growth Fund (MLGRX)
At close: 8:00 PM EDT
Fund Summary
The fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in large capitalization companies, which are companies having a market capitalization in excess of $4 billion at the time of purchase. The Subadvisor invests substantially all of the fund's investable assets in domestic securities. However, the fund is permitted to invest up to 20% of its net assets in foreign securities. An issuer of a security is considered to be a U.S. or foreign issuer based on the issuer’s “country of risk” (or similar designation) as determined by a third-party such as Bloomberg.
MainStay Winslow Large Cap Growth Fund
Parsippany, NJ 07054
169 Lackawanna Ave
Fund Overview
Category | Large Growth |
Fund Family | New York Life Investment Management LLC |
Net Assets | 15.1B |
YTD Return | 12.98% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Apr 01, 2005 |
Fund Operations
Last Dividend | 0.00 |
Last Cap Gain | 27.00 |
Holdings Turnover | 81.00% |
Average for Category | -- |
Fees & Expenses
Expense | MLGRX | Category Average |
---|---|---|
Annual Report Expense Ratio (net) | 0.73% | 0.99% |
Prospectus Net Expense Ratio | 0.73% | -- |
Prospectus Gross Expense Ratio | 0.73% | -- |
Max 12b1 Fee | -- | -- |
Max Front End Sales Load | -- | 5.36% |
Max Deferred Sales Load | -- | 1.33% |
3 Yr Expense Projection | 0 | -- |
5 Yr Expense Projection | 0 | -- |
10 Yr Expense Projection | 0 | -- |
Management Information
Justin H. Kelly, Lead Manager since October 28, 2005
As Chief Investment Officer, Justin Kelly ensures the Winslow
Capital growth equity process is fully executed by all Portfolio
Managers and Analysts. Further, he sets the macroeconomic
framework and investment roadmaps for all of Winslow
Capital’s products. On the U.S. Large Cap Growth Strategies,
he is responsible for portfolio construction and operates as
a Portfolio Manager. Justin is a member of Winslow Capital’s
Executive Committee and Management Committee.
Justin joined Winslow Capital in 1999 as Managing Director
responsible for research and portfolio management. Prior
to that, he was co-head of the technology research team at
Investment Advisers, Inc. in Minneapolis. He also served as an
Investment Banker in New York City for Prudential Securities
and Salomon Brothers. Morningstar Style Box
Morningstar Category
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