MainStay Small Cap Growth A
169 Lackawanna Ave. Parsippany, NJ 07054
Map
Phone: 800-624-6782
| Category: | Small Growth | | Fund Family: | MainStay | | Net Assets: | 27.43M | | Year-to-Date Return: | -35.40% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-98 |
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Edmund C. Spelman
Lead Manager since
01-Jun-98 | | | 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: | $25,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in companies with market capitalizations at the time of investment comparable to companies in the Russell 2000(R) Growth index and invests primarily in common stocks, preferred stocks, warrants and other equity securities. It may also engage in the lending of portfolio securities. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-00):
| 0.28 | | Annual Holdings Turnover
| 95.00% | | Average for Category:
| 115.78% |
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| Expense | MSMAX | Category
Avg | | Total Expense Ratio: | 1.48%
| 1.59% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,038 | $680 | | 5 Yr Expense Projection*: |
$1,407 | $1,078 | | 10 Yr Expense Projection*: |
$2,440 | $2,142 |
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6.54% Nasdaq 
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