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MainStay WMC Value A MAPAX

Analyst rating as of
NAV / 1-Day Return
55.64  /  0.31 %
Total Assets
1.1 Bil
Adj. Expense Ratio
1.000%
Expense Ratio
1.000%
Fee Level
Below Average
Longest Manager Tenure
0.50 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
15,000
Status
Open
TTM Yield
0.47%
Turnover
16%
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Morningstar’s Analysis

Will MAPAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This fund will change its name, subadvisor, and mandate as of April 26, 2021.

Senior Analyst

Summary

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MainStay MAP Equity will get a new name, subadvisor, and strategy as of April 26, 2021. New subadvisor Wellington is a good shop, but the incoming portfolio manager is relatively inexperienced, using a value strategy that is not particularly distinctive. The fund earns a Morningstar Analyst Rating of Neutral for all share classes except the pricey B and C shares, which earn Negative ratings.

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