2 / 5 Stars
2 2 4 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.86 percent over the past year, 13.11 percent over the past three years, 15.94 percent over the past five years, and 4.72 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.0%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||15.9%|
|10 Years (Annualized)||4.7%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in common stocks. It primarily invests in common stocks of U.S. companies with market capitalizations that, at the time of investment, are similar to companies in the Standard & Poor's 500® Index and the Russell 1000® Index. The fund seeks to construct a broadly-diversified portfolio across sectors and industries using quantitative analysis to identify undervalued and overvalued securities. It may invest all or a portion of its assets in investment grade notes and bonds, cash and cash equivalents.
Fees are High compared to funds in the same category.
MainStay Common Stock Fund has an expense ratio of 2.21 percent.
Risk is Average compared to funds in the same category according to Morningstar.