MainStay All Cap Growth Inv
51 Madison Avenue New York NY 10010
Map
Phone: 800-624-6782
| Category: | Large Growth | | Fund Family: | MainStay | | Net Assets: | 8.41M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Feb-08 |
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Edmund C. Spelman
Lead Manager since
11-Feb-91 | | | Spelman has managed the fund since inception. He is a senior managing director of MacKay Shields and specializes in equity securities. Spelman joined MacKay Shields in 1991 after working as a securities analyst at Oppenheimer & Co., Inc. from 1984 to 1991. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities. It normally invests in securities with growth characteristics across the entire range of market capitalizations as described by the Russell 3000(R)Growth index. The fund may invest in common stocks, nonconvertible preferred stocks, securities convertible into or exchangeable for common stocks and warrants. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 98.32% |
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| Expense | MAWNX | Category
Avg | | Total Expense Ratio: | %
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,043 | $622 | | 5 Yr Expense Projection*: |
$1,401 | $957 | | 10 Yr Expense Projection*: |
$2,406 | $1,889 |
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1.49% Nasdaq 
0.27%
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