MainStay Cornerstone Growth Fund Class A (KLGAX)

32.76
Net Asset Value
-1.00%
1 Day
+4.26%
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+0.09% 3 years+14.41%
3 months+2.48% 5 years+14.75%
1 year+14.74% Since inception+8.01%
Data through --

Peer Comparisonvs. Large growth

 KLGAXCategory
Performance 5-yr return+14.75%+13.86%
Expense ratio1.21%1.21%
Risk 5 year sharpe ratio0.760.96
Net assets$1.2B$2.7B
Average market cap$33.6B$76.2B
Average P/E25.422.0
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. stock88.04%
International stock11.12%
Cash0.84%
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.com4.29%
-- 3.92%
DIS Disney3.91%
FB Facebook3.79%
DG Dollar General3.72%
HD Home Depot3.64%
AMZN Amazon3.39%
PRGO Perrigo Company PLC3.25%
EL Estee Lauder3.21%
RAX Rackspace Hosting Inc3.13%

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