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MainStay MacKay Convertible C MCCVX

Analyst rating as of
NAV / 1-Day Return
18.95  /  0.73 %
Total Assets
1.8 Bil
Adj. Expense Ratio
1.910%
Expense Ratio
1.910%
Fee Level
Above Average
Longest Manager Tenure
20.73 years
Category
Convertibles
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.61%
Turnover
49%
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Morningstar’s Analysis

Will MCCVX outperform in future?

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

Steady management with a selective approach.

Summary

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MainStay MacKay Convertible Bond’s experienced portfolio management duo has maintained a more conservative approach relative to its peers, but their style has not proved to be an advantage. The strategy’s cheapest I share class earns a Morningstar Analyst Rating of Bronze, while its more expensive options carry Neutral ratings.

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