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MainStay Winslow Large Cap Growth R2 MLRTX

Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 9.62  /  +0.96 %
  • Total Assets 13.9 Bil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Below 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 MLRTX

Will MLRTX 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 MLRTX

  • 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