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MainStay MAP 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 normally invests at least 65% of its total assets in equity-type securities, including common stocks, and securities convertible into, or exchangeable for, common stocks, across all market capitalizations. It primarily invests in domestic securities but may invest up to 35% of its net assets in foreign securities, which are generally securities issued by companies organized outside the U.S. and traded primarily in markets outside the U.S.


1 month+4.12% 3 years+7.31%
3 months+8.72% 5 years+11.12%
1 year+26.18% Since inception+10.34%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+11.12%+13.18%
Expense ratio0.86%1.02%
Risk 5 year sharpe ratio0.991.15
Net assets$1.4B$4.5B
Average market cap$67.5B$105.4B
Average P/E20.120.7
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. stock86.85%
International stock10.83%
Fixed income0.26%
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 Apple4.40%
AXP American Express2.43%
GOOG Google2.43%
WFC Wells Fargo2.03%
AET Aetna1.98%
ORCL Oracle1.90%
MSFT Microsoft1.81%
AGN Allergan1.78%
CMCSA Comcast1.68%
HON Honeywell1.66%

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