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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 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+6.27% 3 years+15.27%
3 months+12.32% 5 years+18.54%
1 year+29.80% Since inception+7.67%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+18.54%+14.24%
Expense ratio2.41%0.99%
Risk 5 year sharpe ratio1.601.37
Net assets$975.9M$5.4B
Average market cap$39.6B$136.6B
Average P/E19.322.5
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. stock94.44%
Fixed income2.81%
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
AAPL Apple3.06%
MSFT Microsoft3.02%
AMZN Amazon2.46%
JPM JPMorgan Chase2.08%
-- 1.99%
-- 1.84%
BAC Bank of America1.70%
FB Facebook1.64%
WFC Wells Fargo1.60%
GOOGL Google1.48%