MainStay Cornerstone Growth Fund Class I (KLGIX)

33.21
Net Asset Value
-0.30%
1 Day
+4.30%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.96%
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-0.51% 3 years+13.78%
3 months+1.78% 5 years+16.87%
1 year+8.63% Since inception+13.53%
Data through --

Peer Comparisonvs. Large growth

 KLGIXCategory
Performance 5-yr return+16.87%+13.86%
Expense ratio0.96%1.21%
Risk 5 year sharpe ratio0.941.14
Net assets$1.2B$2.8B
Average market cap$44.8B$77.8B
Average P/E23.421.8
Portfolio turnover88%88%

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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. stock91.04%
International stock8.11%
Cash0.85%
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
AAPL Apple6.30%
DIS Disney5.82%
AMZN Amazon4.24%
CRM Salesforce.com3.87%
FB Facebook3.66%
DG Dollar General3.45%
HD Home Depot3.44%
EL Estee Lauder3.06%
RAX Rackspace Hosting Inc3.00%
GOOGL Google2.72%

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