Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: MainStay All Cap Growth Inv Fund (MAWNX)

In-depth Analysis of MainStay All Cap Growth Inv Fund (MAWNX)

Mutual fund chart: MainStay All Cap Growth Inv Fund (MAWNX)

3 months
6 months
1 year
3 year
5 year

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

  

    Last Trade: $19.86 on 3/12/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for MainStay All Cap Growth Inv Fund (MAWNX) (alpha release)

  

Fund ManagerFund Manager - David N. Pearl

Fund Manager Tenure: 0.6 years   [Similar Funds: MAWBX  MAWCX ]
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 Inv Fund (MAWNX) What we like about MainStay All Cap Growth Inv Fund (MAWNX)

Data for MainStay All Cap Growth Inv Fund (MAWNX) as of January 31, 2010

  • MainStay All Cap Growth Inv Fund (MAWNX) has good mid-term performance (3-year return -6.86% vs -7.17% Large Blend category average)
  • MainStay All Cap Growth Inv Fund (MAWNX) has good Long-term performance (5-year return 0.33% vs 0.19% Large Blend category average)
  • MainStay All Cap Growth Inv Fund (MAWNX) ratio of up-years vs down years is greater than 2

  

What we are cautious about MainStay All Cap Growth Inv Fund (MAWNX) What we are cautious about MainStay All Cap Growth Inv Fund (MAWNX)

Data for MainStay All Cap Growth Inv Fund (MAWNX) as of January 31, 2010

  • MainStay All Cap Growth Inv Fund (MAWNX) management has been with MainStay All Cap Growth Inv 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 Inv 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 Inv Fund (MAWNX) has a less-than-ideal short-term performance (1-year return 31.15% vs 34.15% Large Blend category average)
  • MainStay All Cap Growth Inv Fund (MAWNX) has a Morningstar rating of 3 and below
  • MainStay All Cap Growth Inv Fund (MAWNX) 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 Inv is more nimble, but also signal potential high tax impact and high trading fees
  • MainStay All Cap Growth Inv Fund (MAWNX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.82 that is higher than category average of 20.52
  • MainStay All Cap Growth Inv Fund (MAWNX) has a higher management fee of 1.85% than its Large Blend average of 1.10%
  • MainStay All Cap Growth Inv Fund (MAWNX) carries a 5.5% load
See MainStay All Cap Growth Inv Fund (MAWNX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Large Blend category?

Below are some additional Large Blend mutual funds generated out of our database

  

MainStay All Cap Growth Inv Fund (MAWNX) Net Asset

Track net asset change of MainStay All Cap Growth Inv fund (MAWNX)

DateNet Asset
01/2010$6.52M
11/2009$6.68M
10/2009$6.39M
More historic net asset information on MainStay All Cap Growth Inv Fund (MAWNX)

  

MainStay All Cap Growth Inv Fund (MAWNX) Portfolio Allocation

Track portfolio allocation change of MainStay All Cap Growth Inv fund (MAWNX)

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 Inv Fund (MAWNX)

  

Most Recent Top 10 Holdings in MainStay All Cap Growth Inv Fund (MAWNX)

Discover what MainStay All Cap Growth Inv Fund (MAWNX) 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 Inv Fund (MAWNX)

  

Related books and products to MainStay All Cap Growth Inv Fund (MAWNX)

  

Latest News on MainStay All Cap Growth Inv (MAWNX)

See what is happening with MainStay All Cap Growth Inv Fund (MAWNX)

 

Books and Resources

 

 

See more information on MainStay All Cap Growth Inv Fund (MAWNX)