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Morningstar

MainStay S&P 500 Index Inv MYSPX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 49.38  /  0.59 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.84%
  • Turnover 2%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:52 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MYSPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

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

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MYSPX

More MYSPX Holdings
  • Current Portfolio Date
  • Equity Holdings 503
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings —
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.52
94,882,010
Technology

Microsoft Corp

6.47
81,593,624
Technology

Amazon.com Inc

3.09
38,981,623
Consumer Cyclical

NVIDIA Corp

2.99
37,752,359
Technology

Alphabet Inc Class A

2.04
25,757,767
Communication Services

Tesla Inc

1.86
23,535,979
Consumer Cyclical

Meta Platforms Inc Class A

1.82
23,023,629
Communication Services

Alphabet Inc Class C

1.76
22,221,650
Communication Services

Berkshire Hathaway Inc Class B

1.62
20,503,430
Financial Services

UnitedHealth Group Inc

1.22
15,400,737
Healthcare