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MainStay S&P 500 Index Inv MYSPX

Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 58.22  /  +0.10 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.81%
  • Turnover 2%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:04 PM GMT+0

Morningstar’s Analysis MYSPX

Will MYSPX outperform in future?

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

MainStay S&P 500 Index Inv’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings MYSPX

  • 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

7.17 91.4 Mil
Technology

Apple Inc

6.54 83.4 Mil
Technology

NVIDIA Corp

3.69 47.0 Mil
Technology

Amazon.com Inc

3.42 43.7 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.10 26.8 Mil
Communication Services

Alphabet Inc Class A

2.01 25.6 Mil
Communication Services

Alphabet Inc Class C

1.71 21.8 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.69 21.6 Mil
Financial Services

United States Treasury Bills 0%

1.27 16.2 Mil
Government

Tesla Inc

1.26 16.0 Mil
Consumer Cyclical