Mainstay U.S. Equity Opportunities Fund

Scorecard
2 / 5 Stars
Lipper
4 4 4 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
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TheStreet.com
C+ (Hold)

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 28.37 percent over the past year, 16.24 percent over the past three years, and 21.80 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date -0.5%
1 Year 28.4%
3 Years (Annualized) 16.2%
5 Years (Annualized) 21.8%
10 Years (Annualized) N/A

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Summary

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. The fund generally will hold long positions, either directly or through derivatives, which may total up to 140% of the fund's net assets, and short positions, either directly or through derivatives, which may total up to 40% of the fund's net assets.

Fees

Fees are Above Average compared to funds in the same category.
Mainstay U.S. Equity Opportunities Fund has an expense ratio of 1.30 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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