MainStay Large Cap Growth AMLAAX

Morningstar Rating

Fund Research and Analysis

by Courtney Goethals Dobrow

MainStay Large Cap Growth's disciplined approach has generated a terrific track record.

Clark Winslow has managed this fund since its 1995 inception. Bart Wear joined as comanager in 1997, and Justin Kelly came on board in 1999. The team has consistently outperformed. Read more

Kudos

Above-average results without great volatility, for several years.

A stable management team that has been together since 1999. Read more

Risks

Above-average expenses.

As assets increased, advisor MainStay did not pass along economies of scale to shareholders by lowering fees. Instead, it raised them. Read more

Strategy

The team runs a portfolio of about 60 stocks, focusing on companies trading cheaply, with attractive future earnings growth of 15%-20% and rising returns on invested capital. Read more

Management

A three-person team leads this fund and has since early 1999. Clark Winslow, founder of subadvisor Winslow Capital and an industry veteran, founded this fund in 1995. Within three years, he hired Bart Wear and Justin Kelly as comanagers of the fund. Read more

Inside Scoop

This fund seeks a diversified group of stocks in an effort to stay evenly balanced at all times. The team scans the Russell 1000 Growth Index universe, looking for a collection of the most attractive growth propositions from various market-cap ranges and industries. Read more

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