MainStay U.S. Small Cap Fund

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

U.S. News evaluated 229 Small 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 21.56 percent over the past year, 13.63 percent over the past three years, 19.65 percent over the past five years, and 7.86 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.0%
1 Year 21.6%
3 Years (Annualized) 13.6%
5 Years (Annualized) 19.6%
10 Years (Annualized) 7.9%

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Summary

The investment seeks long-term capital appreciation by investing primarily in securities of small-cap companies. The fund normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities of U.S. companies with market capitalizations at the time of investment of $4 billion or less, which include common stocks, securities convertible into common stock and exchange traded funds ("ETFs") whose underlying securities are issued by small capitalization companies. It may also invest in mid-cap stocks.

Fees

Fees are Above Average compared to funds in the same category.
MainStay U.S. Small Cap Fund has an expense ratio of 1.60 percent.

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Risk

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

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