MOTBX : MainStay MacKay Small Cap Core Fund Class B

MOTBX is a US Stocks Market Small Blend with HIGH fees.

MOTBX

MainStay MacKay Small Cap Core Fund Class B

FI Score

26 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

26% FI Score
  • motbx
  • Mutual Fund
  • US Stocks
  • Small Blend

MainStay MacKay Small Cap Core Fund Class B

Expenses: 2.30% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks long term growth of capital. The fund invests, under normal circumstances, at least 80% of its assets (net assets plus any borrowings for investment purposes) in companies with market capitalizations at the time of investment that are similar to the market capitalizations of companies in the Russell 2000® Index, and invests primarily in common stocks of U.S. companies. The Subadvisor uses a quantitative model that is designed to evaluate individual issuers and securities across multiple criteria, including valuation, momentum and market sentiment.

Largest Holdings

Amount Holding
1.86% iShares Russell 2000 ETF
0.75% Amedisys Inc
0.72% Teladoc Health Inc
0.70% Generac Holdings Inc
0.62% Quidel Corp
0.60% Cirrus Logic Inc
0.60% Portland General Electric Co
0.55% Deckers Outdoor Corp
0.55% Boston Beer Co Inc Class A
0.54% EMCOR Group Inc
0.53% American States Water Co
0.52% Haemonetics Corp
0.51% Rexford Industrial Realty Inc
0.51% First Industrial Realty Trust Inc
0.50% Omnicell Inc
0.48% Darling Ingredients Inc
0.48% Arcosa Inc
0.48% Globus Medical Inc Class A
0.48% AMN Healthcare Services Inc
0.48% NuVasive Inc
0.47% Murphy USA Inc
0.47% Sanmina Corp
0.47% Stamps.com Inc
0.46% EastGroup Properties Inc
0.45% UFP Industries Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo