Mainstay Winslow Large Cap Growth has some strengths, but it’s not a clear enduring offering in the ultracompetitive large-growth arena. The strategy continues to earn Morningstar Analyst Ratings of Neutral for most share classes, while the expensive B and C shares warrant Negative.
MainStay Winslow Large Cap Growth I MLAIX
NAV / 1-Day Return
10.30
/
0.58
%
Total Assets
13.0 Bil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
Average
Longest Manager Tenure
16.79
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
66%
Morningstar’s Fund Analysis MLAIX
Will MLAIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MLAIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MLAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MLAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
There are more-compelling large-growth options out there.
