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Morningstar

MainStay Winslow Large Cap Growth R2 MLRTX

Morningstar Analyst Rating
Analyst rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 7.53  /  1.44 %
  • Total Assets 11.7 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.030%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 77%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:23 PM GMT+00:00

Morningstar’s Analysis MLRTX

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

People Pillar

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

There are more-compelling large-growth options out there.

Associate Director

Summary

| by Andrew Daniels

Mainstay Winslow Large Cap Growth has some strengths, but it’s not a clear enduring offering in the ultracompetitive large-growth arena. The strategy continues to earn Morningstar Analyst Ratings of Neutral for most share classes, while the expensive B and C shares warrant Negative.

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