MainStay MacKay Convertible Bond’s selective investment mindset and strong fundamental work allow the team to ride through rough patches without major bruises, and a sensible, valuation-driven approach results in resilient performance. The strategy’s cheapest share class earns a Morningstar Medalist Rating of Bronze, while its more expensive options earn Neutral ratings.
- NAV / 1-Day Return 17.42 / 0.40 %
- Total Assets 1.6 Bil
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Adj. Expense Ratio
- Expense Ratio 1.860%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Convertibles
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.64%
- Turnover 14%
Morningstar’s Analysis MCCVX
Will MCCVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 5
- Bond Holdings 0
- Other Holdings 107
- % Assets in Top 10 Holdings —