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MainStay Common Stock A (MSOAX) Fund Ranking and Research

Ranking, Research and Recommendation of MainStay Common Stock A (MSOAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of MainStay Common Stock A Fund (MSOAX) ManagerFund Manager - Migene Kim

Fund Manager Information

Fund Manager Tenure: 13.1 years
Similar Funds: MSOIX 
Fund Family: MainStay
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of MainStay Common Stock A Fund (MSOAX) ProfileMainStay Common Stock A Fund (MSOAX) Profile

Fund Profile and Description

MainStay Common Stock A Fund seeks long-term growth of capital; income is a secondary consideration. MainStay Common Stock A Fund normally invests at least 80% of assets in common stocks. It normally invests in common stocks of well-established U.S. companies, primarily those with large capitalizations. MainStay Common Stock A Fund invests in companies with market capitalizations that, at the time of investment, are similar to companies in the S&P 500(R) index and the Russell 1000(R) Index.

 

MainStay Common Stock A (MSOAX) Fund Strength What we like about MainStay Common Stock A (MSOAX) Fund

Data for MainStay Common Stock A Fund (MSOAX) as of May 30, 2016

  • MainStay Common Stock A Fund (MSOAX) management has been with MainStay Common Stock A Fund for 13.1 years
  • MainStay Common Stock A Fund (MSOAX) has good mid-term performance (3-year return 10.31% vs 9.43% Large Blend category median performance)
  • MainStay Common Stock A Fund (MSOAX) has good Long-term performance (5-year return 11.40% vs 10.15% Large Blend category median performance)
  • MainStay Common Stock A Fund (MSOAX) ratio of up-years vs down years is greater than 2
  • MainStay Common Stock A Fund (MSOAX) has a lower expense ratio than its Large Blend average: 0.96% vs 1.02%

MainStay Common Stock A Fund (MSOAX) Weakness What we are cautious about MainStay Common Stock A (MSOAX) Fund

Data for MainStay Common Stock A Fund (MSOAX) as of May 30, 2016

  • MainStay Common Stock A Fund (MSOAX) has a less-than-ideal short-term performance (1-year return -2.21% vs -1.15% Large Blend category median performance)
  • MainStay Common Stock A Fund (MSOAX) has a Morningstar rating of 3 and below
  • MainStay Common Stock A Fund (MSOAX) has an annual stock turnover rate of 158.00% that is higher than the Large Blend average of 53.12%. This could mean MainStay Common Stock A is more nimble, but also signal potential high tax impact and high trading fees
  • MainStay Common Stock A Fund (MSOAX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.97 that is higher than category average of 11.67
  • MainStay Common Stock A Fund (MSOAX) carries a 5.5% load
See MainStay Common Stock A Fund (MSOAX) performance details as of May 30, 2016

 

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Compare MainStay Common Stock A Fund (MSOAX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
MainStay Common Stock A0.41-2.2110.3111.40
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare MainStay Common Stock A Fund (MSOAX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of MainStay Common Stock A Fund (MSOAX) Net Asset TrackingMainStay Common Stock A (MSOAX) Fund Net Asset

Track net asset change of MainStay Common Stock A fund (MSOAX)

DateNet Asset
05/2016$192.11M
03/2016$195.63M
02/2016$183.75M
More historic net asset information on MainStay Common Stock A Fund (MSOAX)

  

Graph of MainStay Common Stock A Fund (MSOAX) Portfolio TrackingMainStay Common Stock A (MSOAX) Fund Portfolio Allocation

Track portfolio allocation change of MainStay Common Stock A fund (MSOAX)

DateCashStockBondOther
04/20160%99.99%0%0.01%
01/20160.08%99.92%0%0%
12/20150.45%99.55%0%0%
Click here to see more historic asset allocation information on MainStay Common Stock A Fund (MSOAX)

 

graph of MainStay Common Stock A Fund (MSOAX) Top 10 Position TrackingTop 10 Holdings in MainStay Common Stock A (MSOAX) Fund

Discover what MainStay Common Stock A Fund (MSOAX) manager is buying

Apr 29, 2016
Apple Inc. [3.61%]
Microsoft Corporation [2.82%]
SPDR® S&P 500 ETF [2.69%]
Exxon Mobil Corporation Common [2.46%]
Amazon.com, Inc. [1.88%]
Verizon Communications Inc. Com [1.82%]
JP Morgan Chase & Co. Common St [1.8%]
Johnson & Johnson Common Stock [1.62%]
General Electric Company Common [1.62%]
Procter & Gamble Company (The) [1.6%]

Jan 30, 2016
Apple Inc. [3.54%]
Microsoft Corporation [2.94%]
Johnson & Johnson Common Stock [2%]
Exxon Mobil Corporation Common [1.95%]
Amazon.com, Inc. [1.93%]
Verizon Communications Inc. Com [1.9%]
JP Morgan Chase & Co. Common St [1.85%]
General Electric Company Common [1.6%]
Pepsico, Inc. Common Stock [1.51%]
Intel Corporation [1.49%]

Dec 30, 2015
SPDR® S&P 500 ETF [4.94%]
Apple Inc. [3.63%]
Microsoft Corporation [2.13%]
Amazon.com, Inc. [1.95%]
Exxon Mobil Corporation Common [1.89%]
SPDR® Dow Jones Industrial Average ETF [1.85%]
JP Morgan Chase & Co. Common St [1.78%]
Johnson & Johnson Common Stock [1.75%]
Verizon Communications Inc. Com [1.58%]
General Electric Company Common [1.51%]
Click here for Stock Holding Change Map in MainStay Common Stock A Fund (MSOAX)

  

Latest News on MainStay Common Stock A (MSOAX) Fund

See what is happening with MainStay Common Stock A Fund (MSOAX)

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