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Morningstar

MainStay Winslow Large Cap Growth A MLAAX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 8.59  /  1.18 %
  • Total Assets 12.0 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 15,000
  • Status Open
  • TTM Yield —
  • Turnover 77%

USD | NAV as of Dec 07, 2023 | 1-Day Return as of Dec 07, 2023, 11:22 PM GMT+0

Morningstar’s Analysis MLAAX

Will MLAAX 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 MLAAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MLAAX 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 MLAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not a standout.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

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.

by Andrew Redden
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MLAAX

More MLAAX Holdings
  • Current Portfolio Date
  • Equity Holdings 42
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 48.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.14
1,448,912,926
Technology

Apple Inc

6.33
754,902,447
Technology

Amazon.com Inc

5.62
670,999,853
Consumer Cyclical

Meta Platforms Inc Class A

5.06
603,443,810
Communication Services

NVIDIA Corp

4.66
555,566,330
Technology

ServiceNow Inc

3.86
460,540,094
Technology

Alphabet Inc Class A

2.93
349,126,378
Communication Services

Alphabet Inc Class C

2.60
310,445,786
Communication Services

Chipotle Mexican Grill Inc

2.54
302,730,714
Consumer Cyclical

Mastercard Inc Class A

2.53
301,757,430
Financial Services