MainStay Funds Trust - MainStay MacKay U.S. Equity Opportunities Fund (MYCTX)
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MainStay Funds Trust - MainStay MacKay U.S. Equity Opportunities Fund
Mainstay Funds Trust
169 Lackawanna Ave
Parsippany NJ 07054
800-624-6782
Management information
Mona Patni,Lead manager since 28 June 2007
Mona Patni is a Portfolio Manager & Senior Analyst on the Systematic Equity team. She joined Mackay Shields in 2001. Her responsibilities include investment research, strategy development & portfolio management. Her portfolio management experience has been recognized by Lipper as a recipient of the 2015 & 2016 Lipper US Alternative Active Extension Fund Award. Previously, Mona worked in the consulting industry for PWC & Tata Unisys in Mumbai. Mona graduated from the University of Bombay & earned her MBA from NYU Stern School of Business. She has been working in the industry since 2001
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Blend
Fund familyNew York Life Investment Management LLC
Net assets141.42M
YTD return16.75%
Yield8.36%
Morningstar rating★★
Inception date28 June 2007
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover176.00%
Average for categoryN/A
Fees and expenses
ExpenseMYCTXCategory average
Annual report expense ratio (net)1.56%0.84%
Prospectus net expense ratio1.56%N/A
Prospectus gross expense ratio1.88%N/A
Max 12b1 fee0.25%N/A
Max front end sales load5.50%5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection1,079N/A
5-yr expense projection1,482N/A
10-yr expense projection2,605N/A
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