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4 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 88 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 9.60 percent over the past year, 6.77 percent over the past three years, and 8.41 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.0% |
| 1 Year | 9.6% |
| 3 Years (Annualized) | 6.8% |
| 5 Years (Annualized) | 8.4% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The Adviser will allocate the fund's assets among investments in equity securities, fixed-income securities and other investment companies, including exchange traded funds ("ETFs"), in proportions consistent with the Subadvisor's evaluation of their expected risks and returns. The fund may invest up to 50% of its net assets in equity securities of foreign companies of any size, including up to 35% of its net assets in securities issued by corporations or governments located in developing or emerging markets.
Fees
Fees are Above Average compared to funds in the same category.
MainStay Marketfield Fund has an expense ratio of 2.50 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
