MainStay Mid Cap Value C
169 Lackawanna Ave. Parsippany, NJ 07054
Map
Phone: 800-624-6782
| Category: | Mid-Cap Value | | Fund Family: | MainStay | | Net Assets: | 14.53M | | Year-to-Date Return: | -33.36% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Sep-98 |
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Richard A. Rosen
Lead Manager since
31-Aug-99 | | | Rosen is a senior managing director at MacKay-Shields and head of the value equity division. He worked as a managing director responsible for equity securities at Prudential Investments from 1991-99.Prior,Rosen was with Marine Midland Bank as a Senior Portfolio Manager and Vice President. Earlier, he was a Municipal Securities Officer at Summit Bancorp and an Account Executive at Merrill Lynch, Pierce, Fenner & Smith, Inc. in New York. Rosen has earned the designation of Chartered Financial Analyst |
| 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 total return. The fund normally invests at least 80% of assets in income-producing securities which the subadvisor believes to be undervalued. These securities generally pay dividends and are listed on a national securities exchange or traded in the OTC market. The fund may invest 20% of assets in equity securities that do not pay dividends, as well as in U.S. government securities and cash. |
| Last Dividend
(18-Dec-01):
| 0.19 | | Last Cap Gain
(7-Dec-07):
| 2.62 | | Annual Holdings Turnover
| 54.00% | | Average for Category:
| 82.28% |
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| Expense | MCEIX | Category
Avg | | Total Expense Ratio: | 2.05%
| 1.37% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.45% | | Max Deferred Sales Load: | 1.00%
| 2.51% | | 3 Yr Expense Projection*: |
$670 | $635 | | 5 Yr Expense Projection*: |
$1,149 | $955 | | 10 Yr Expense Projection*: |
$2,472 | $1,917 |
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6.54% Nasdaq 
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