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

Mutual Fund Insights: MainStay Large Cap Growth R3 Fund (MLGRX)

In-depth Analysis of MainStay Large Cap Growth R3 Fund (MLGRX)

Mutual fund chart: MainStay Large Cap Growth R3 Fund (MLGRX)

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See MainStay Large Cap Growth R3 Fund (MLGRX) performance details as of February 28, 2010

  

    Last Trade: $6.22 on 3/19/2010, Change: -0.04 (-0.64%)
Experiment our closing price forecasting tool for MainStay Large Cap Growth R3 Fund (MLGRX) (alpha release)

  

Fund Manager - R. Bart J. Wear

Fund Manager Tenure: 13.0 years   [Similar Funds: MLRRX ]
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
R. BART WEAR, CFA Senior Managing Director; Portfolio Manager/Analyst – Consumer, Financials 27 Years Experience Started with Winslow Capital Management in 1997 as Managing Director with responsibility for research and portfolio management. For 13 years Bart worked at Firstar Investment Research and Management Company serving as a Senior Vice President/Senior Portfolio Manager and Director of Research. Arizona State University, B.S.- 1982 - Finance  Get more insights on R. Bart J. Wear

  

What we like about MainStay Large Cap Growth R3 Fund (MLGRX) What we like about MainStay Large Cap Growth R3 Fund (MLGRX)

Data for MainStay Large Cap Growth R3 Fund (MLGRX) as of February 28, 2010

  • MainStay Large Cap Growth R3 Fund (MLGRX) management has been with MainStay Large Cap Growth R3 Fund for 13.0 years
  • MainStay Large Cap Growth R3 Fund (MLGRX) has good mid-term performance (3-year return 0.06% vs -3.50 % Large Growth category average)
  • MainStay Large Cap Growth R3 Fund (MLGRX) has good Long-term performance (5-year return 3.88% vs 1.34 % Large Growth category average)
  • MainStay Large Cap Growth R3 Fund (MLGRX) has a Morningstar rating of 4 and above
  • MainStay Large Cap Growth R3 Fund (MLGRX) has an annual stock turnover rate of 62.00% vs Large Growth average of 109.62%. It is good that MainStay Large Cap Growth R3 management does not trade extensively for its return.
  • MainStay Large Cap Growth R3 Fund (MLGRX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.6, lower than category average of 21.35

  

What we are cautious about MainStay Large Cap Growth R3 Fund (MLGRX) What we are cautious about MainStay Large Cap Growth R3 Fund (MLGRX)

Data for MainStay Large Cap Growth R3 Fund (MLGRX) as of February 28, 2010

  • MainStay Large Cap Growth R3 Fund is a focused fund with 33.91% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • MainStay Large Cap Growth R3 Fund (MLGRX) has a less-than-ideal short-term performance (1-year return 47.15% vs 51.46 % Large Growth category average)
  • MainStay Large Cap Growth R3 Fund (MLGRX) ratio of up-years vs down years can be improved
  • MainStay Large Cap Growth R3 Fund (MLGRX) has a higher management fee of 1.49% than its Large Growth average of 1.33%
  • Even though MainStay Large Cap Growth R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See MainStay Large Cap Growth R3 Fund (MLGRX) performance details as of February 28, 2010

  

  

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MainStay Large Cap Growth R3 Fund (MLGRX) Net Asset

Track net asset change of MainStay Large Cap Growth R3 fund (MLGRX)

DateNet Asset
02/2010$4.40B
01/2010$21.35M
11/2009$16.97M
More historic net asset information on MainStay Large Cap Growth R3 Fund (MLGRX)

  

MainStay Large Cap Growth R3 Fund (MLGRX) Portfolio Allocation

Track portfolio allocation change of MainStay Large Cap Growth R3 fund (MLGRX)

DateCashStockBondOther
11/20091.3%98.7%0%0%
09/20091.35%98.64%0%0%
08/20092.34%97.67%0%0%
Click here to see more historic asset allocation information on MainStay Large Cap Growth R3 Fund (MLGRX)

  

Most Recent Top 10 Holdings in MainStay Large Cap Growth R3 Fund (MLGRX)

Discover what MainStay Large Cap Growth R3 Fund (MLGRX) manager is buying

30-Nov-09
Google Inc. [4.12%]
MEDCOHEALTH SOLUTNS [4.11%]
Apple Inc. [4.03%]
Cognizant Technology Solutions [3.69%]
VISA INC. [3.41%]
QUALCOMM Incorporated [3.36%]
HEWLETT PACKARD CO [3.36%]
priceline.com Incorporated [3.2%]
UNION PACIFIC [2.7%]
Cisco Systems, Inc. [2.7%]

30-Sep-09
Apple Inc. [3.9%]
Google Inc. [3.81%]
MEDCOHEALTH SOLUTNS [3.74%]
QUALCOMM Incorporated [3.55%]
HEWLETT PACKARD CO [3.4%]
Cognizant Technology Solutions [3.38%]
VISA INC. [3%]
UNION PACIFIC [2.97%]
Cisco Systems, Inc. [2.71%]
priceline.com Incorporated [2.58%]

31-Aug-09
MEDCOHEALTH SOLUTNS [4.36%]
QUALCOMM Incorporated [3.71%]
Google Inc. [3.58%]
Apple Inc. [3.34%]
HEWLETT PACKARD CO [3.26%]
VISA INC. [3.24%]
Cognizant Technology Solutions [3.17%]
UNION PACIFIC [3.04%]
Cisco Systems, Inc. [2.55%]
MONSANTO COMPANY [2.54%]
Click here for Stock Holding Change Map in MainStay Large Cap Growth R3 Fund (MLGRX)

  

Related books and products to MainStay Large Cap Growth R3 Fund (MLGRX)

  

Latest News on MainStay Large Cap Growth R3 (MLGRX)

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