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Morningstar

MainStay Winslow Large Cap Growth R2 MLRTX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 10.21  /  +1.09 %
  • Total Assets 14.2 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:08 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.

  • 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.

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.

by Andrew Redden
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MLRTX

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