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MainStay MAP Equity Fund Class I (MUBFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term appreciation of capital. The fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities. Equity securities include common stocks- and securities convertible into- or exchangeable for- common stocks- across all market capitalizations. It may also invest in foreign securities- which are generally securities issued by companies organized outside the U.S. and that are traded primarily in markets outside the United States.


1 month+2.49% 3 years+8.72%
3 months+8.02% 5 years+13.24%
1 year+21.57% Since inception+10.55%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+13.24%+12.91%
Expense ratio0.84%0.98%
Risk 5 year sharpe ratio1.231.37
Net assets$1.2B$5.3B
Average market cap$70.7B$132.8B
Average P/E21.122.2
Portfolio turnover42%42%

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Fund Management and Purchase Info

Fund familyMainStay
Fund manager & tenureChristopher Mullarkey / 14 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock95.84%
International stock2.03%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 21.67%
Energy 13.62%
Industrial materials 12.79%
Healthcare 12.44%
Consumer goods 9.41%
Top 10 Holdings
Portfolio weighting
AAPL Apple5.71%
MSFT Microsoft3.43%
BA Boeing2.71%
GOOG Google2.34%
BAC Bank of America2.26%
AET Aetna2.15%
DWDP DowDuPont Inc1.88%
LSXMK Liberty Media Corp1.74%
ABBV AbbVie1.69%
TWX Time Warner1.54%