MainStay Cornerstone Growth Fund Class I (KLGIX)

33.20
Net Asset Value
-0.30%
1 Day
+3.52%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.99%
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-2.20% 3 years+16.04%
3 months+1.25% 5 years--
1 year+11.18% Since inception+14.20%
Data through --

Peer Comparisonvs. Large growth

 KLGIXCategory
Performance 5-yr return--+17.64%
Expense ratio0.99%1.24%
Risk 5 year sharpe ratio0.891.08
Net assets$1.2B$2.6B
Average market cap$34.0B$73.0B
Average P/E20.023.1
Portfolio turnover36%36%

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Fund Management and Purchase Info

Fund familyMainStay
Fund manager & tenureThomas Kamp / 8 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--

Holdings

U.S. stock88.39%
International stock11.08%
Cash0.53%
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
CTRX Catamaran Corp4.91%
CRM Salesforce.com Inc4.45%
SBUX Starbucks Corp3.91%
FB Facebook Inc Class A3.84%
V Visa Inc Class A3.68%
HD Home Depot Inc3.62%
GOOGL Google Inc Class A3.61%
CMCSA Comcast Corp Class A3.40%
RAX Rackspace Hosting Inc2.98%
NKE Nike Inc Class B2.96%

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