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Mainstay International Opportunities I (MYIIX) Fund Ranking and Research

Ranking, Research and Recommendation of Mainstay International Opportunities I (MYIIX) Fund

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Graph of Mainstay International Opportunities I Fund (MYIIX) ManagerFund Manager - Andrew Ver Planck

Fund Manager Information

Fund Manager Tenure: 11.2 years
Similar Funds: MYICX  MYINX  MYITX 
Fund Family: MainStay
Fund Category: Foreign Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Mr. Ver Planck is a Director and Portfolio Manager for Madison Square Investors. He is responsible for the development and implementation of international quantitative equity strategies. Mr. Ver Planck joined New York Life Investments Equity Investors Group, Madison Square Investors predecessor, in 2005. Mr. Ver Planck received a BA in Operations Research and Industrial Engineering from Cornell University.  Get more insights on Andrew Ver Planck

 

Graph of Mainstay International Opportunities I Fund (MYIIX) ProfileMainstay International Opportunities I Fund (MYIIX) Profile

Fund Profile and Description

Mainstay International Opportunities I Fund seeks to provide long-term growth of capital with income as a secondary objective. Mainstay International Opportunities I Fund invests primarily in equity securities of foreign companies with attractive valuations and strong momentum characteristics. It generally holds long positions, either directly or through derivatives, equal to approximately 130%(within a range of 120% to 140%) of net assets, and short positions, either directly or through derivatives, equal to approximately 30% (within a range of 20% to 40%)of net assets.

 

Mainstay International Opportunities I (MYIIX) Fund Strength What we like about Mainstay International Opportunities I (MYIIX) Fund

Data for Mainstay International Opportunities I Fund (MYIIX) as of May 30, 2016

  • Mainstay International Opportunities I Fund (MYIIX) management has been with Mainstay International Opportunities I Fund for 11.2 years
  • Mainstay International Opportunities I Fund (MYIIX) has good short-term performance (1-year return -10.70% vs -10.73% Foreign Large Value category median performance)
  • Mainstay International Opportunities I Fund (MYIIX) has good mid-term performance (3-year return 3.66% vs 0.92% Foreign Large Value category median performance)
  • Mainstay International Opportunities I Fund (MYIIX) has good Long-term performance (5-year return 4.47% vs 0.77% Foreign Large Value category median performance)
  • Mainstay International Opportunities I Fund (MYIIX) has a Morningstar rating of 4 and above
  • Mainstay International Opportunities I Fund (MYIIX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.6, lower than category average of 13.15
  • Mainstay International Opportunities I Fund (MYIIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Mainstay International Opportunities I Fund (MYIIX) Weakness What we are cautious about Mainstay International Opportunities I (MYIIX) Fund

Data for Mainstay International Opportunities I Fund (MYIIX) as of May 30, 2016

  • Mainstay International Opportunities I Fund (MYIIX) ratio of up-years vs down years can be improved
  • Mainstay International Opportunities I Fund (MYIIX) has an annual stock turnover rate of 110.00% that is higher than the Foreign Large Value average of 53.85%. This could mean Mainstay International Opportunities I is more nimble, but also signal potential high tax impact and high trading fees
  • Mainstay International Opportunities I Fund (MYIIX) has a higher expense ratio of 1.27% than its Foreign Large Value average of 1.21%
See Mainstay International Opportunities I Fund (MYIIX) performance details as of May 30, 2016

 

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Compare Mainstay International Opportunities I Fund (MYIIX)Compare with other top Foreign Large Value category mutual funds

Aadditional top Foreign Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Mainstay International Opportunities I-3.26-10.703.664.47
Domini International Social Equity A (DOMAX)2.62-4.844.984.31Compare
Brandes International Equity I (BIIEX)2.13-9.473.682.47Compare
Delaware Pooled International Equity (DPIEX)2.44-9.802.892.35Compare

See top fund managers for Foreign Large Value Category Funds

 

Compare Mainstay International Opportunities I Fund (MYIIX)Compare with Foreign Large Value category ETFs

Some Foreign Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares FTSE RAFI Dev Mkts ex-US ETF (PXF)000
RevenueShares ADR ETF (RTR)000
SPDR S&P International Dividend ETF (DWX)000
WisdomTree Commodity Country Equity ETF (CCXE)000
WisdomTree Intl Div ex-Fincls ETF (DOO)1.60%-11.71%0.66%

 

Graph of Mainstay International Opportunities I Fund (MYIIX) Net Asset TrackingMainstay International Opportunities I (MYIIX) Fund Net Asset

Track net asset change of Mainstay International Opportunities I fund (MYIIX)

DateNet Asset
05/2016$747.85M
03/2016$764.11M
02/2016$718.63M
More historic net asset information on Mainstay International Opportunities I Fund (MYIIX)

  

Graph of Mainstay International Opportunities I Fund (MYIIX) Portfolio TrackingMainstay International Opportunities I (MYIIX) Fund Portfolio Allocation

Track portfolio allocation change of Mainstay International Opportunities I fund (MYIIX)

DateCashStockBondOther
04/20160.65%98.82%0%0.53%
01/20163.1%96.34%0%0.55%
12/20151.9%97.27%0%0.84%
Click here to see more historic asset allocation information on Mainstay International Opportunities I Fund (MYIIX)

 

graph of Mainstay International Opportunities I Fund (MYIIX) Top 10 Position TrackingTop 10 Holdings in Mainstay International Opportunities I (MYIIX) Fund

Discover what Mainstay International Opportunities I Fund (MYIIX) manager is buying

Apr 29, 2016
iShares MSCI EAFE [1.8%]
NOVARTIS AG BASL [1.76%]
ROCHE HLDG AG DIV RT [1.69%]
NOVO NORDISK A/S B [1.45%]
HSBC Holdings PLC [1.43%]
NESTLE SA CHAM ET VE [1.43%]
British American Tobacco PLC [1.33%]
TOYOTA MOTOR CORP LT [1.32%]
Sanofi SA [1.17%]
Imperial Brands PLC [1.15%]

Jan 30, 2016
iShares MSCI EAFE [2.33%]
NOVARTIS AG BASL [1.98%]
HSBC Holdings PLC [1.69%]
NOVO NORDISK A/S B [1.56%]
TOYOTA MOTOR CORP LT [1.5%]
ROCHE HLDG AG DIV RT [1.41%]
NESTLE SA CHAM ET VE [1.4%]
British American Tobacco PLC [1.3%]
TEVA PHARM SHS 1 UT [1.15%]
Orange SA [1.05%]

Dec 30, 2015
NOVARTIS AG BASL [2.12%]
HSBC Holdings PLC [1.82%]
NOVO NORDISK A/S B [1.56%]
TOYOTA MOTOR CORP LT [1.48%]
ROCHE HLDG AG DIV RT [1.43%]
NESTLE SA CHAM ET VE [1.34%]
British American Tobacco PLC [1.25%]
TEVA PHARM SHS 1 UT [1.21%]
Allianz SE [1.08%]
BNP Paribas [1.07%]
Click here for Stock Holding Change Map in Mainstay International Opportunities I Fund (MYIIX)

  

Latest News on Mainstay International Opportunities I (MYIIX) Fund

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