Mainstay Winslow Large Cap Growth’s management roster has some seasoned members, but the capabilities of its investment team and its unremarkable approach do not otherwise stand out. The strategy receives a Morningstar Analyst Rating of Neutral for its cheapest share classes, while its pricier B and C shares are rated Negative.
MainStay Winslow Large Cap Growth B MLABX
- NAV / 1-Day Return 5.63 / −0.35 %
- Total Assets 15.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.940%
- Distribution Fee Level High
- Share Class Type —
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Closed
- TTM Yield —
- Turnover 81%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:04 PM GMT+0
Morningstar’s Analysis MLABX
Will MLABX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings —
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 11.46 | 1.6 Bil | Technology |
Amazon.com Inc | 6.75 | 952.9 Mil | Consumer Cyclical |
Apple Inc | 5.92 | 836.5 Mil | Technology |
NVIDIA Corp | 5.64 | 796.3 Mil | Technology |
Meta Platforms Inc Class A | 4.49 | 634.3 Mil | Communication Services |
Broadcom Inc | 3.22 | 454.8 Mil | Technology |
Intuitive Surgical Inc | 2.75 | 387.8 Mil | Healthcare |
ServiceNow Inc | 2.74 | 386.3 Mil | Technology |
Workday Inc Class A | 2.71 | 383.0 Mil | Technology |
Salesforce Inc | 2.58 | 363.9 Mil | Technology |