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MainStay MacKay Common Stock A (MSOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.12+0.07 (+0.19%)
At close: 08:06AM EDT

MainStay MacKay Common Stock A

Parsippany, NJ 07054

169 Lackawanna Ave

MainStay Funds

Management information
,Lead manager since 27 February 2024
Mr. Katz has managed the MainStay WMC Enduring Capital Fund since February 2024. Mr. Katz is an equity research analyst on the Durable Equity Team, where he focuses on the Durable Companies and Durable Enterprises approaches. Prior to joining Wellington, Mr. Katz co-founded Durable Partners, a long-term oriented investment firm focused on investing in small/mid-size private companies. Mr. Katz previously worked as an analyst in the Public Equity Group at Bain Capital from 2013 to 2019, as an associate at Clayton, Dubilier & Rice from 2010 to 2012, and as an investment banking analyst at Goldman Sachs from 2008 to 2010. Mr. Katz earned his MBA from Harvard Business School and his A.B. in economics from Princeton University.
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 assets558.5M
YTD return9.73%
Yield0.59%
Morningstar rating★★★
Inception date31 May 1998

Fund operations

Last dividend0.22
Last cap gain11.00
Holdings turnover17.00%
Average for categoryN/A

Fees and expenses

ExpenseMSOAXCategory average
Annual report expense ratio (net)0.94%0.84%
Prospectus net expense ratio0.94%N/A
Prospectus gross expense ratio0.94%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A