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

Mutual Fund Insights: MainStay Large Cap Growth R1 Fund (MLRRX)

In-depth Analysis of MainStay Large Cap Growth R1 Fund (MLRRX)

Mutual fund chart: MainStay Large Cap Growth R1 Fund (MLRRX)

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See MainStay Large Cap Growth R1 Fund (MLRRX) performance details as of January 31, 2010

  

    Last Trade: $6.35 on 3/19/2010, Change: -0.04 (-0.63%)
Experiment our closing price forecasting tool for MainStay Large Cap Growth R1 Fund (MLRRX) (alpha release)

  

Fund Manager - Clark J. Winslow

Fund Manager Tenure: 14.7 years   [Similar Funds: MLRTX  MLGRX ]
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Winslow is chief executive officer; chief investment officer. Winslow founded Winslow Capital Management in 1992. As a senior vice president at Alliance Capital Management from 1987-1992, he managed over $1.1 billion in institutional assets. He served as a managing director at J.W. Bristol & Co. in New York from 1980-1987. He started in portfolio management at MacKay-Shields Financial in 1975.  Get more insights on Clark J. Winslow

  

What we like about MainStay Large Cap Growth R1 Fund (MLRRX) What we like about MainStay Large Cap Growth R1 Fund (MLRRX)

Data for MainStay Large Cap Growth R1 Fund (MLRRX) as of January 31, 2010

  • MainStay Large Cap Growth R1 Fund (MLRRX) management has been with MainStay Large Cap Growth R1 Fund for 14.7 years
  • MainStay Large Cap Growth R1 Fund (MLRRX) has good mid-term performance (3-year return -1.67% vs -5.20% Large Growth category average)
  • MainStay Large Cap Growth R1 Fund (MLRRX) has good Long-term performance (5-year return 3.44% vs 0.87% Large Growth category average)
  • MainStay Large Cap Growth R1 Fund (MLRRX) has a Morningstar rating of 4 and above
  • MainStay Large Cap Growth R1 Fund (MLRRX) has an annual stock turnover rate of 62.00% vs Large Growth average of 109.93%. It is good that MainStay Large Cap Growth R1 management does not trade extensively for its return.
  • MainStay Large Cap Growth R1 Fund (MLRRX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.51, lower than category average of 21.28
  • MainStay Large Cap Growth R1 Fund (MLRRX) has a lower management fee than its Large Growth average: 1.06% vs 1.33%
  • MainStay Large Cap Growth R1 Fund (MLRRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about MainStay Large Cap Growth R1 Fund (MLRRX) What we are cautious about MainStay Large Cap Growth R1 Fund (MLRRX)

Data for MainStay Large Cap Growth R1 Fund (MLRRX) as of January 31, 2010

  • MainStay Large Cap Growth R1 Fund is a focused fund with 34.68% 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 R1 Fund (MLRRX) has a less-than-ideal short-term performance (1-year return 34.26% vs 35.76% Large Growth category average)
  • MainStay Large Cap Growth R1 Fund (MLRRX) ratio of up-years vs down years can be improved
See MainStay Large Cap Growth R1 Fund (MLRRX) performance details as of January 31, 2010

  

  

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MainStay Large Cap Growth R1 Fund (MLRRX) Net Asset

Track net asset change of MainStay Large Cap Growth R1 fund (MLRRX)

DateNet Asset
01/2010$212.70M
11/2009$176.93M
10/2009$161.48M
More historic net asset information on MainStay Large Cap Growth R1 Fund (MLRRX)

  

MainStay Large Cap Growth R1 Fund (MLRRX) Portfolio Allocation

Track portfolio allocation change of MainStay Large Cap Growth R1 fund (MLRRX)

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 R1 Fund (MLRRX)

  

Most Recent Top 10 Holdings in MainStay Large Cap Growth R1 Fund (MLRRX)

Discover what MainStay Large Cap Growth R1 Fund (MLRRX) 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 R1 Fund (MLRRX)

  

Related books and products to MainStay Large Cap Growth R1 Fund (MLRRX)

  

Latest News on MainStay Large Cap Growth R1 (MLRRX)

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