Mainstay Winslow Large Cap Growth’s team’s middling record and undifferentiated process contribute to a Morningstar Analyst Rating of Negative for the most expensive share classes, while the others receive Neutral.
MainStay Winslow Large Cap Growth R3 MLGRX
NAV / 1-Day Return
9.34
/
2.40
%
Total Assets
15.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.320%
Expense Ratio
1.320%
Fee Level
Above Average
Longest Manager Tenure
16.22
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
66%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MLGRX 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 MLGRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MLGRX 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 MLGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
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