Mutual Funds - Profile

MainStay MAP Equity Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks to generate capital gains in the long term through investing in the U.S. stocks.

The fund relies on two sub-advisors with each managing their portion of allocated assets.

Epoch Investment Partners, Inc with a focus on locating stocks with attractive positive growth in operating cash flow and management with a track record of creating shareholder value through reinvesting in business, reducing leverage or acquisitions.

Markston International LLC with a focus on identifying companies that can emerge as market leaders in the long term despite the current depressed or lagging valuations. More

Price

  • Last Close
  • $30.49
    -0.31
  • 52 Week HL
  • $56.64 - $23.99
  • Net Assets
  • $1000 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Microsoft Corporation 7.4
Apple Inc. 6.7
Alphabet Inc. 6.5
PayPal Holdings, 3.7
Facebook, Inc. 2.7
Company Holding
Liberty Media 2.4
Bank Of 2.4
Walt Disney 2.0
Union Pacific 1.8
Liberty Broadband 1.7
Total 37.3%

Manager

  • Name
  • Christopher Mullarkey
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
2.1 % YTD

  • 3 Year
  • -13.99%
  • 5 Year
  • -0.54%
  • Best
  • 30.62%
    2013
  • Worst
  • -37.29%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
MPRRX -1%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -2%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 2.1% 9.4% -25.9% 12.4% -1.3% 6.6% -1.8% 1.6% 0.8% 11% -
Q2 - 6.6% 22.1% 3.3% 4.6% 3.6% 1.4% - 4.4% 2.4% -
Q3 - 4.1% 7.1% 1.3% 7% 4.6% 4.3% -10.1% -0.4% 5.2% -
Q4 - -43.8% 12% 0.5% -14.9% 5.5% 4.2% 5.8% 3.6% 9.1% -

Returns +
M

J F M A M J J A S O N D
2022 2.1% - - - - - - - - - - -
2021 -0.4% 5.6% 4.1% 6.8% 1% -1.2% 1.6% 2% 0.5% 1.5% -3.6% -43.8%

Annual
Return

Index Comparison

Alpha

NAV