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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-1.02% 3 years+11.38%
3 months+2.01% 5 years+15.25%
1 year+17.59% Since inception+6.49%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+15.25%+13.18%
Expense ratio2.41%1.02%
Risk 5 year sharpe ratio1.341.14
Net assets$984.2M$4.6B
Average market cap$22.9B$112.8B
Average P/E18.022.3
Portfolio turnover159%159%

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Fund Management and Purchase Info

Fund familyMainStay
Fund manager & tenureMona Patni / 9 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock99.16%
International stock0.69%
Fixed income0.15%
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 Apple3.22%
MSFT Microsoft2.84%
JPM JPMorgan Chase1.99%
JNJ Johnson & Johnson1.98%
AMZN Amazon1.89%
T AT&T1.77%
XOM Exxon Mobil1.67%
BAC Bank of America1.64%
BRKB Berkshire Hathaway1.64%
GOOG Google1.58%

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