Nasdaq - Delayed Quote USD

MainStay Funds Trust - MainStay MacKay U.S. Equity Opportunities Fund (MYCCX)

4.0100 +0.0600 (+1.52%)
At close: April 23 at 8:00 PM EDT

Fund Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in U.S. equity securities. It primarily invests in equity securities of well-established U.S. companies, primarily those with large capitalizations, that are in the Russell 1000® Index or have market capitalizations that are similar to companies in the index. The fund may hold long and short positions.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 38.84%
Worst 1Y Total Return -36.88%
Number of Years Up 11
Number of Years Down 2

Performance & Risk

YTD Return 9.06%
5y Average Return 9.99%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MYCCXCategory AverageMYCCXCategory AverageMYCCXCategory Average
Alpha -8.06 -0.02 -5.27 -0.01 -2.39 -0.02
BETA 1.03 0.01 1.04 0.01 1.04 0.01
Mean Annual Return 0.61 0.01 1.01 0.01 0.98 0.01
R-squared 98.05 0.95 95.25 0.95 94.72 0.95
Standard Deviation 19.27 0.19 16.05 0.15 14.51 0.14
Sharpe Ratio 0.31 0.01 0.68 0.01 0.77 0.01
Treynor Ratio 4.09 0.16 9.86 0.15 10.19 0.12

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