MainStay Cornerstone Growth Fund Class A (KLGAX)

33.14
Net Asset Value
-0.21%
1 Day
+5.47%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
5.5
Sales Expenses
1.21%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. Under normal circumstances, the fund will invest at least 80% of its assets in common stocks of large-capitalization growth companies. Large-capitalization growth companies are those that, at the time of investment, have market capitalizations within the range of market capitalizations of companies appearing in the Russell 1000 ® Growth Index.

Performance

1 month+2.63% 3 years+12.69%
3 months+6.92% 5 years+11.91%
1 year+17.92% Since inception+7.98%
Data through --

Peer Comparisonvs. Large growth

 KLGAXCategory
Performance 5-yr return+11.91%+13.86%
Expense ratio1.21%1.22%
Risk 5 year sharpe ratio0.750.97
Net assets$1.2B$2.8B
Average market cap$37.0B$73.6B
Average P/E24.621.3
Portfolio turnover88%88%

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Fund Management and Purchase Info

Fund familyMainStay
Fund manager & tenureThomas Kamp / 8 Years
Minimal initial investment$25,000.00
Minimum IRA investment--

Holdings

U.S. stock88.12%
International stock10.58%
Cash1.31%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 15.47%
Hardware 12.42%
Telecommunication 11.78%
Consumer service 11.13%
Healthcare 10.51%
Top 10 Holdings
Portfolio weighting
CRM Salesforce.com4.41%
SBUX Starbucks4.09%
RAX Rackspace Hosting Inc3.97%
MU Micron Technology Inc3.88%
DIS Disney3.85%
HD Home Depot3.64%
FB Facebook3.61%
DG Dollar General3.31%
-- 3.26%
SSYS Stratasys Ltd3.12%

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