MainStay Capital Appreciation Inv
169 Lackawanna Ave. Parsippany, NJ 07054
Map
Phone: 800-624-6782
| Category: | Large Growth | | Fund Family: | MainStay | | Net Assets: | 207.58M | | 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. Dividend income is an incidental consideration. The fund normally invests in securities of U.S. companies with investment characteristics such as, participation in expanding product or service markets, increasing unit sales volume, increasing return on investment, and growth in revenues and earnings per share superior to that of the average of common stocks comprising indices such as the S&P 500(R) index. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 91.00% | | Average for Category:
| 97.51% |
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| Expense | MCPPX | 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*: |
$954 | $615 | | 5 Yr Expense Projection*: |
$1,249 | $944 | | 10 Yr Expense Projection*: |
$2,085 | $1,866 |
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6.54% Nasdaq 
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