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MainStay MAP Equity R3 (MMAPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.36+0.05 (+0.18%)
At close: 09:00PM EDT

MainStay MAP Equity R3

Parsippany, NJ 07054

169 Lackawanna Ave

MainStay Funds

Management information
,Lead manager since 27 February 2024
Mr. Gill has managed the MainStay WMC Value Fund since February 2024. He joined Wellington in 2019 and is currently a Managing Director and Equity Research Analyst. Prior to joining Wellington, he worked as a research analyst at Capital Group from 2013 to 2018. Mr. Gill earned his MSc in accounting and BBA in finance and investments, summa cum laude, from Baruch College of the City University of New York. Additionally, Mr. Gill holds the Chartered Financial Analyst designation and is a member of the CFA® Institute.
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 Value
Fund familyNew York Life Investment Management LLC
Net assets973.73M
YTD return-1.25%
Yield1.10%
Morningstar rating★★★
Inception date8 Jun 1999

Fund operations

Last dividend0.31
Last cap gain-2.00
Holdings turnover29.00%
Average for categoryN/A

Fees and expenses

ExpenseMMAPXCategory average
Annual report expense ratio (net)1.04%0.94%
Prospectus net expense ratio1.04%N/A
Prospectus gross expense ratio1.04%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.24%
Max deferred sales loadN/A1.29%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A