MainStay MacKay U.S. Equity Opportunities Fund Class I (MYCIX)

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 growth of capital. The fund normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in U.S. equity securities. It primarily invests in equity securities of well-established U.S. companies- primarily those with large capitalizations- that are in the Russell 1000- Index or have market capitalizations that are similar to companies in the index. The fund may hold long and short positions.


1 month+1.09% 3 years+12.29%
3 months+3.24% 5 years+16.21%
1 year+19.59% Since inception+7.66%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+16.21%+14.24%
Expense ratio1.16%0.97%
Risk 5 year sharpe ratio1.421.23
Net assets$1.0B$5.4B
Average market cap$46.6B$153.3B
Average P/E20.820.7
Portfolio turnover124%124%

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Fund Management and Purchase Info

Fund familyMainStay
Fund manager & tenureMona Patni / 10 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock92.28%
Fixed income4.26%
International stock0.63%
Top 5 Sectors
Portfolio weighting
Financial service 15.16%
Energy 11.79%
Industrial materials 11.35%
Consumer goods 10.91%
Consumer service 10.32%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft3.12%
AMZN Amazon2.76%
AAPL Apple2.67%
SPY SPDR® S&P 500 ETF2.32%
JPM JPMorgan Chase2.05%
-- 1.92%
BAC Bank of America1.73%
-- 1.70%
FB Facebook1.59%
GOOGL Google1.51%