Mainstay Winslow Large Cap Growth has some strengths, but it’s not a clear enduring offering in the ultracompetitive large-growth arena. The strategy continues to earn Morningstar Analyst Ratings of Neutral for most share classes, while the expensive B and C shares warrant Negative.
MainStay Winslow Large Cap Growth A MLAAX
NAV / 1-Day Return
7.97
/
2.92
%
Total Assets
11.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.930%
Expense Ratio
0.930%
Fee Level
Below Average
Longest Manager Tenure
16.67
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
15,000
Status
Open
TTM Yield
0.00%
Turnover
66%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MLAAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MLAAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MLAAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MLAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
There are more-compelling large-growth options out there.
