MainStay MacKay Growth Fund

51 MADISON AVE,
NEW YORK , NY, 10010

Rank

Rank Universe

Summary

The fund seeks to appreciate capital through investing large-size U.S. companies through a fund of fund investing approach.

The fund is sub-advised by MacKay Shields LLC with a focus on finding companies that it believes have the most potential to appreciate and attempting to limit risk exposure.

The investment process relies on a quantitative model built of screens and metrics and then with the help of qualitative research to direct assets to other funds run by boutique investment management firms and exchange traded fun

Link

Directors

Jan 12, 2024
  • Susan B. Kerley
  • Jacques P. Perold
  • Karen Hammond
  • Alan R. Latshaw
  • Richard S. Trutanic
  • Naim Abou-Jaoude
  • David H. Chow

Chief Compliance Officer

  • Kevin M. Gleason

Fund Manager(s)

  • Andrew Shilling

Price

  • $41.07 ( +0.3 ) Nov 1, 2024 Last Close
  • Net Assets
  • $842.8M
    Mar 25, 2024
    More
  • 52-Week High/Low
  • $0 - $0
  • Turnover
  • 42%
  • Expense Ratio
  • 2.25%

Company Name

Holding

Microsoft Corp. 10.14 %
Alphabet, Inc. 7.13 %
Amazon.com, Inc. 6.69 %
Apple, Inc. 4.99 %
Broadcom, Inc. 4.87 %
NVIDIA Corp. 4.58 %
Eli Lilly & Co. 3.35 %
Meta Platforms, Inc. 2.96 %
Mastercard, Inc. 2.46 %
Marvell Technology, Inc. 2.44 %
More

Documents

Prospectus

Annual Reports

Performance

YTD

8.5%

3 Year

-19.57%

5 Year

23.30%

Best

37.24%

2023

Worst

-34.21%

2022

Alpha

KLGBX Russell 1000

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