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Morningstar

MainStay Winslow Large Cap Growth Inv MLINX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 8.21  /  0.37 %
  • Total Assets 12.2 Bil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 77%

USD | NAV as of Sep 25, 2023 | 1-Day Return as of Sep 25, 2023, 11:14 PM GMT+0

Morningstar’s Analysis MLINX

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

People Pillar

The People Pillar is our evaluation of the MLINX 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 MLINX’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

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Portfolio Holdings MLINX

More MLINX Holdings
  • Current Portfolio Date
  • Equity Holdings 43
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings —
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.16
1,482,760,958
Technology

Apple Inc

7.83
1,039,982,726
Technology

NVIDIA Corp

6.96
924,509,900
Technology

Amazon.com Inc

5.24
696,299,016
Consumer Cyclical

Meta Platforms Inc Class A

4.96
658,864,800
Communication Services

ServiceNow Inc

3.60
478,065,830
Technology

Intuitive Surgical Inc

2.93
389,374,076
Healthcare

Alphabet Inc Class A

2.92
387,292,886
Communication Services

Lam Research Corp

2.89
383,450,928
Technology

ASML Holding NV ADR

2.63
349,729,870
Technology