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MainStay Winslow Large Cap Growth R3 MLGRX

Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 8.31  /  +1.96 %
  • Total Assets 14.2 Bil
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.330%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 81%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:45 PM GMT+0

Morningstar’s Analysis MLGRX

Will MLGRX outperform in future?

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

A stronger team merits an upgrade.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

Mainstay Winslow Large Cap Growth’s experienced team has bolstered its resources and executed its strategy well, meriting an upgrade to its People rating and increasing its overall appeal.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MLGRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.10 1.7 Bil
Technology

Amazon.com Inc

7.15 1.1 Bil
Consumer Cyclical

NVIDIA Corp

6.75 1.0 Bil
Technology

Apple Inc

5.40 810.4 Mil
Technology

Meta Platforms Inc Class A

5.04 755.4 Mil
Communication Services

Broadcom Inc

3.30 495.4 Mil
Technology

Intuitive Surgical Inc

2.61 390.8 Mil
Healthcare

ServiceNow Inc

2.48 371.3 Mil
Technology

Salesforce Inc

2.42 363.1 Mil
Technology

Alphabet Inc Class A

2.35 351.8 Mil
Communication Services