MainStay Cornerstone Growth Fund Class I (KLGIX)

33.66
Net Asset Value
+0.09%
1 Day
+5.72%
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+0.75% 3 years+14.67%
3 months+3.03% 5 years+15.10%
1 year+17.45% Since inception+13.51%
Data through --

Peer Comparisonvs. Large growth

 KLGIXCategory
Performance 5-yr return+15.10%+13.86%
Expense ratio0.96%1.21%
Risk 5 year sharpe ratio0.780.96
Net assets$1.2B$2.7B
Average market cap$33.6B$76.2B
Average P/E25.422.0
Portfolio turnover88%88%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock88.04%
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%

To view my watchlist

Not a member yet?

Sign up now for a free account

Partner Financial Offers