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MainStay Large Cap Growth Fund Class I (MLAIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in large capitalization companies- which are companies having a market capitalization in excess of $4 billion at the time of purchase. The Subadvisor invests substantially all of the fund's investable assets in domestic securities. However- the fund is permitted to invest up to 20% of its net assets in foreign securities- which are generally securities issued by companies organized outside the U.S. or that trade primarily in non-U.S. securities markets.


1 month+1.66% 3 years+11.33%
3 months+4.97% 5 years+15.75%
1 year+30.27% Since inception+10.56%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+15.75%+13.70%
Expense ratio0.75%1.12%
Risk 5 year sharpe ratio1.301.35
Net assets$12.4B$3.5B
Average market cap$106.2B$123.0B
Average P/E33.527.6
Portfolio turnover84%84%

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Fund Management and Purchase Info

Fund familyMainStay
Fund manager & tenureJustin Kelly / 12 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock93.16%
International stock6.39%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 12.96%
Hardware 12.67%
Consumer service 11.79%
Financial service 10.50%
Energy 10.20%
Top 10 Holdings
Portfolio weighting
AMZN Amazon5.03%
MSFT Microsoft4.69%
V Visa4.37%
FB Facebook4.10%
CRM Salesforce.com3.54%
AAPL Apple3.44%
UNH UnitedHealth2.99%
GOOG Google2.74%
BABA Alibaba Group Holding Ltd2.68%
GOOGL Google2.55%