MainStay Common Stock B
169 Lackawanna Ave. Parsippany, NJ 07054
Map
Phone: 800-624-6782
| Category: | Large Blend | | Fund Family: | MainStay | | Net Assets: | 16.50M | | Year-to-Date Return: | -20.71% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-98 |
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Harvey Fram
Lead Manager since
02-Mar-04 | | | Fram is a portfolio manager with New York Life Investment Management, his employer since March 2000. He is also employed as a portfolio manager and research strategist of Monitor Capital Advisors, since 1979. Fram is responsible for the management of quantitative equity portfolios. Prior to joining Monitor, he was a quantitative research analyst at ITG, a technology based brokerage firm. Fram holds the Chartered Financial Analyst designation. |
| 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; income is secondary consideration. The fund normally invests at least 80% of assets in common stocks. It normally invests in common stocks of well-established U.S. companies, primarily those with large capitalizations. The fund invests in companies with market capitalizations that, at the time of investment, are similar to companies in the S&P 500(R) index and the Russell 1000(R) index. |
| Last Dividend
| N/A | | Last Cap Gain
(21-Nov-07):
| 1.14 | | Annual Holdings Turnover
| 122.00% | | Average for Category:
| 71.67% |
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| Expense | MOPBX | Category
Avg | | Total Expense Ratio: | 2.04%
| 1.11% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 5.00%
| 2.63% | | 3 Yr Expense Projection*: |
$1,003 | $572 | | 5 Yr Expense Projection*: |
$1,413 | $873 | | 10 Yr Expense Projection*: |
$2,437 | $1,733 |
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11.08% Nasdaq 0.00%
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