MOPBX : MainStay MacKay Common Stock Fund Class B

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

MOPBX

MainStay MacKay Common Stock Fund Class B

FI Score

24 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

24% FI Score
  • mopbx
  • Mutual Fund
  • US Stocks
  • Large Blend

MainStay MacKay Common Stock Fund Class B

Expenses: 1.98% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in common stocks. It primarily invests in common stocks of U.S. companies with market capitalizations that, at the time of investment, are similar to companies in the S&P 500® Index and the Russell 1000® Index. The Subadvisor also seeks to control the fund's exposure to risk by seeking to construct a broadly-diversified portfolio of securities issued by a large number of companies, across sectors and industries using quantitative analysis to identify undervalued and overvalued securities.

Largest Holdings

Amount Holding
6.14% Microsoft Corp
5.64% Apple Inc
4.82% Amazon.com Inc
2.72% Facebook Inc A
2.21% Johnson & Johnson
1.77% UnitedHealth Group Inc
1.74% Alphabet Inc Class C
1.74% Procter & Gamble Co
1.70% Alphabet Inc A
1.44% Intel Corp
1.41% JPMorgan Chase & Co
1.38% SPDR® S&P 500 ETF Trust
1.33% Berkshire Hathaway Inc Class B
1.26% Bank of America Corp
1.25% Visa Inc Class A
1.22% Walmart Inc
1.20% Amgen Inc
1.11% Mastercard Inc A
1.02% Qualcomm Inc
1.02% Lockheed Martin Corp
1.00% The Home Depot Inc
0.96% Anthem Inc
0.92% Charter Communications Inc A
0.90% Merck & Co Inc
0.90% Gilead Sciences Inc

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