MainStay Common Stock I
169 Lackawanna Ave. Parsippany, NJ 07054
Map
Phone: 800-624-6782
| Category: | Large Blend | | Fund Family: | MainStay | | Net Assets: | 391.33M | | Year-to-Date Return: | -12.62% | | Yield: | 1.12% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Dec-04 |
|
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: | $5,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| 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
(12-Dec-07):
| 0.01 | | Last Cap Gain
(21-Nov-07):
| 1.14 | | Annual Holdings Turnover
| 122.00% | | Average for Category:
| 71.12% |
|
| Expense | MSOIX | Category
Avg | | Total Expense Ratio: | 0.62%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$256 | $576 | | 5 Yr Expense Projection*: |
$463 | $875 | | 10 Yr Expense Projection*: |
$1,061 | $1,735 |
|
|
0.29% Nasdaq 
0.14%
Profile
