Mainstay 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 common stocks 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 that index. The fund may hold long and short positions.


1 month-1.25% 3 years+21.90%
3 months+0.93% 5 years+19.77%
1 year+12.64% Since inception+6.09%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+19.77%+12.97%
Expense ratio2.27%1.10%
Risk 5 year sharpe ratio1.351.16
Net assets$654.9M$3.9B
Average market cap$20.3B$104.9B
Average P/E17.918.4
Portfolio turnover163%163%

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Fund Management and Purchase Info

Fund familyMainStay
Fund manager & tenureMona Patni / 7 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment$5,000,000.00


U.S. stock100.73%
International stock0.00%
Fixed income0.00%
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
AAPL Apple3.74%
MSFT Microsoft2.49%
XOM Exxon Mobil2.06%
BRKB Berkshire Hathaway1.70%
WFC Wells Fargo1.69%
JPM JPMorgan Chase1.57%
JNJ Johnson & Johnson1.56%
CVX Chevron1.49%
GILD Gilead Sciences1.32%
CMCSA Comcast1.27%

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