MainStay Mid Cap Growth B 169 Lackawanna Ave. Parsippany, NJ 07054 Map
Phone: 800-624-6782
| Category: | Mid-Cap Growth | | Fund Family: | MainStay | | Net Assets: | 27.46M | | Year-to-Date Return: | -42.71% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-01 |
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Edmund C. Spelman
Lead Manager since
02-Jan-01 | | | 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 companies with market capitalizations that are similar to the market capitalization of companies in the Russell Midcap(R) Growth index. It invests primarily in U.S. common stocks and securities related to U.S. common stocks. The fund seeks to participate primarily in growth stock of the expanding markets of technology, healthcare, communications and other dynamic high-growth industries. |
| Last Dividend
| N/A | | Last Cap Gain
(7-Dec-07):
| 0.76 | | Annual Holdings Turnover
| 48.00% | | Average for Category:
| 118.51% |
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| Expense | MMGBX | Category Avg | | Total Expense Ratio: | 2.25%
| 1.49% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 5.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,001 | $697 | | 5 Yr Expense Projection*: |
$1,401 | $1,075 | | 10 Yr Expense Projection*: |
$2,394 | $2,114 |
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