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Fund Intelligence | Best Managers | MAWCX Insights | MAWCX Score | MAWCX Performance | MAWCX Manager | MAWCX News | MAWCX Allocation | MAWCX Holdings Change

Mutual Fund Insights: MainStay All Cap Growth C Fund (MAWCX)

In-depth Analysis of MainStay All Cap Growth C Fund (MAWCX)

Mutual fund chart: MainStay All Cap Growth C Fund (MAWCX)

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See MainStay All Cap Growth C Fund (MAWCX) performance details as of January 31, 2010

  

    Last Trade: $19.17 on 3/18/2010, Change: +0.02 (0.1%)
Experiment our closing price forecasting tool for MainStay All Cap Growth C Fund (MAWCX) (alpha release)

  

Fund ManagerFund Manager - David N. Pearl

Fund Manager Tenure: 0.6 years   [Similar Funds: MAWBX  MAWNX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Pearl has been executive vice president, head of U.S. equities and portfolio manager with Epoch Investment Partners, Inc. since 2004. From 2001 until 2004, he was a managing director and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC, where he was responsible for managing both institutional and private client assets. From 1997 until 2001, he held a similar portfolio management position at ING Furman Selz Asset Management.  Get more insights on David N. Pearl

  

What we like about MainStay All Cap Growth C Fund (MAWCX) What we like about MainStay All Cap Growth C Fund (MAWCX)

Data for MainStay All Cap Growth C Fund (MAWCX) as of January 31, 2010

  • MainStay All Cap Growth C Fund (MAWCX) ratio of up-years vs down years is greater than 2

  

What we are cautious about MainStay All Cap Growth C Fund (MAWCX) What we are cautious about MainStay All Cap Growth C Fund (MAWCX)

Data for MainStay All Cap Growth C Fund (MAWCX) as of January 31, 2010

  • MainStay All Cap Growth C Fund (MAWCX) management has been with MainStay All Cap Growth C Fund for only 0.6 years, it is hard to judge manager's ability based on this fund's operation record
  • MainStay All Cap Growth C Fund is a focused fund with 33.12% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • MainStay All Cap Growth C Fund (MAWCX) has a less-than-ideal short-term performance (1-year return 30.04% vs 34.15% Large Blend category average)
  • MainStay All Cap Growth C Fund (MAWCX) has a less-than-ideal mid-term performance (3-year return -7.71% vs -7.17% Large Blend category average)
  • MainStay All Cap Growth C Fund (MAWCX) has a less-than-ideal Long-term performance (5-year return -0.66% vs 0.19% Large Blend category average)
  • MainStay All Cap Growth C Fund (MAWCX) has a Morningstar rating of 3 and below
  • MainStay All Cap Growth C Fund (MAWCX) has an annual stock turnover rate of 135.00% that is higher than the Large Blend average of 80.36%. This could mean MainStay All Cap Growth C is more nimble, but also signal potential high tax impact and high trading fees
  • MainStay All Cap Growth C Fund (MAWCX) does not have a good risk adjusted return as its 3-year Alpha of 0.07 is worse than category average of 0.23, and its 3-year Sharpe ratio is -0.35
  • MainStay All Cap Growth C Fund (MAWCX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.76 that is higher than category average of 20.52
  • MainStay All Cap Growth C Fund (MAWCX) has a higher management fee of 2.60% than its Large Blend average of 1.10%
  • MainStay All Cap Growth C Fund (MAWCX) carries a 1% load
See MainStay All Cap Growth C Fund (MAWCX) performance details as of January 31, 2010

  

  

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MainStay All Cap Growth C Fund (MAWCX) Net Asset

Track net asset change of MainStay All Cap Growth C fund (MAWCX)

DateNet Asset
01/2010$3.60M
11/2009$3.63M
10/2009$3.51M
More historic net asset information on MainStay All Cap Growth C Fund (MAWCX)

  

MainStay All Cap Growth C Fund (MAWCX) Portfolio Allocation

Track portfolio allocation change of MainStay All Cap Growth C fund (MAWCX)

DateCashStockBondOther
11/20092.01%97.99%0%0%
09/20094.67%95.33%0%0%
08/20095.41%94.59%0%0%
Click here to see more historic asset allocation information on MainStay All Cap Growth C Fund (MAWCX)

  

Most Recent Top 10 Holdings in MainStay All Cap Growth C Fund (MAWCX)

Discover what MainStay All Cap Growth C Fund (MAWCX) manager is buying

30-Nov-09
Microsoft Corporation [4.78%]
VISA INC. [4.43%]
DAVITA INC [3.54%]
EXXON MOBIL CP [3.28%]
PRAXAIR INC [2.95%]
FRANKLIN RES INC [2.93%]
EVEREST RE GRP LTD [2.88%]
Apple Inc. [2.85%]
LABORATORY CORP NEW [2.78%]
METLIFE INC [2.7%]

30-Sep-09
Microsoft Corporation [4.18%]
VISA INC. [3.75%]
DAVITA INC [3.36%]
Perot Systems Corporation [3.3%]
METLIFE INC [2.98%]
EXXON MOBIL CP [2.97%]
EVEREST RE GRP LTD [2.95%]
PRAXAIR INC [2.92%]
FRANKLIN RES INC [2.71%]
Apple Inc. [2.62%]

31-Aug-09
Microsoft Corporation [4.23%]
VISA INC. [4.1%]
DAVITA INC [3.25%]
EXXON MOBIL CP [3.18%]
EVEREST RE GRP LTD [3.01%]
PRAXAIR INC [2.91%]
LABORATORY CORP NEW [2.8%]
Oracle Corporation [2.71%]
FRANKLIN RES INC [2.67%]
Apple Inc. [2.53%]
Click here for Stock Holding Change Map in MainStay All Cap Growth C Fund (MAWCX)

  

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