3 / 5 Stars
3 4 4 2 1
Zacks Investment Research
Standard & Poor's
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 24.98 percent over the past year, 14.51 percent over the past three years, and 17.17 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.4%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||N/A|
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 equity securities. It primarily invests in common stocks of well-established U.S. companies, primarily those with large capitalizations, that are in the Russell 1000® Index or have market capitalizations that are similar to companies in that index. Under normal market conditions, the fund's long positions may range from 120% to 140% of its net assets and its short positions may range from 20% to 40% of its net assets.
Fees are High compared to funds in the same category.
Mainstay U.S. Equity Opportunities Fund has an expense ratio of 2.31 percent.
Risk is Average compared to funds in the same category according to Morningstar.