MAAAX : MainStay Epoch U.S. All Cap Fund Class A

MAAAX is a US Stocks Market Large Blend with HIGH fees.

MAAAX

MainStay Epoch U.S. All Cap Fund Class A

FI Score

35 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

35% FI Score
  • maaax
  • Mutual Fund
  • US Stocks
  • Large Blend

MainStay Epoch U.S. All Cap Fund Class A

Expenses: 1.22% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio consisting of equity securities of U.S. companies. It will invest at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities of U.S. companies across all market capitalizations. The Subadvisor invests primarily in companies that generate increasing levels of free cash flow and have management teams that allocate free cash flow effectively to create shareholder value. It may also invest up to 15% of its net assets in foreign securities.

Largest Holdings

Amount Holding
8.07% Microsoft Corp
4.43% Alphabet Inc Class C
4.13% Mainstay Fds Tr
3.84% Facebook Inc A
3.08% UnitedHealth Group Inc
2.96% Centene Corp
2.63% Broadcom Inc
2.46% Pfizer Inc
2.32% Danaher Corp
2.21% Dollar Tree Inc
2.13% Agilent Technologies Inc
2.06% Electronic Arts Inc
1.92% Charter Communications Inc A
1.90% Universal Display Corp
1.88% Walmart Inc
1.86% Bank of America Corp
1.75% KKR & Co Inc
1.72% TJX Companies Inc
1.67% The Home Depot Inc
1.64% Arista Networks Inc
1.64% MetLife Inc
1.57% Charles River Laboratories International Inc
1.56% Boeing Co
1.55% Boston Scientific Corp
1.51% Micron Technology Inc

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