MainStay 130/30 Core Inv
51 Madison Avenue New York NY 10010
Map
Phone: 800-624-6782
| Category: | Large Blend | | Fund Family: | MainStay | | Net Assets: | 80.00K | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Feb-08 |
|
Harvey Fram
Lead Manager since
29-Jun-07 | | | 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 |
|
| |
| The investment seeks long-term growth of capital, with income as a secondary consideration. The fund primarily invests in common stocks. For long positions, NYLIM seek to identify companies that are considered to have a high probability of outperforming the RUSSELL 1000(R) index over the following six to twelve months. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 59.00% | | Average for Category:
| 71.30% |
|
| Expense | MYCNX | Category
Avg | | Total Expense Ratio: | %
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$1,246 | $577 | | 5 Yr Expense Projection*: |
$N/A | $877 | | 10 Yr Expense Projection*: |
$N/A | $1,739 |
|
|
1.49% Nasdaq 
0.27%
Profile
