Nasdaq - Delayed Quote USD

MainStay Funds Trust - MainStay Epoch U.S. All Cap Fund (MAWDX)

20.54
+0.21
+(1.03%)
At close: April 23 at 8:00:32 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • JPMorgan
  • Raymond James
  • Raymond James WRAP Eligible
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio consisting of equity securities of U.S. companies. It will invest at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities of U.S. companies across all market capitalizations. The Subadvisor invests primarily in companies that generate increasing levels of free cash flow and have management teams that allocate free cash flow effectively to create shareholder value. It may also invest up to 15% of its net assets in foreign securities.

Fund Overview

Category Large Blend
Fund Family New York Life Investment Management LLC
Net Assets 470.68M
YTD Return 18.78%
Yield 0.22%
Morningstar Rating
Inception Date Feb 28, 2018

Performance & Risk

YTD Return 9.99%
5y Average Return 0.00%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

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