MainStay Fiera SMID Growth A
Parsippany NJ 07054
169 Lackawanna Ave
Mainstay Funds Trust
800 624 6782
管理資訊
Sunil M. Reddy,自 2012年6月28日 起的牽頭經辦人
Sunil M. Reddy, CFA, is a Senior Vice President at the Adviser with diverse investment management experience accumulating since 1991. Sunil has over 18 years of experience in the investment management business as a portfolio manager and a research analyst. Sunil is a member of the investment committee at Fiera Growth strategies in addition to covering Technology, Financial and Consumer Discretionary sectors. His background includes stints in portfolio management, equity analysis and in corporate debt underwriting, trading and syndication roles. Mr. Reddy joined Apex from Fifth Third where he co-managed the Fifth Third Quality Growth Fund and was the sole manager for the Fifth Third Technology fund. In addition, Mr. Reddy was an integral member of the Growth team covering the Technology and Financial sectors. Sunil also has extensive Fixed Income experience having managed a $6 billion fixed income portfolio at Fifth Third.In addition to his portfolio management experience Sunil served as Senior Equity Analyst while at Fifth Third Asset Management. Prior to Fifth Third Sunil was a portfolio manager at KeyCorp. At Keycorp, Mr. Reddy was involved in various funding and interest rate risk management strategies for the Funds Management group. Mr. Reddy is a Chartered Financial Analyst, an M.B.A from Weatherhead School of Management, Case Western Reserve University and an undergraduate degree in Electrical Engineering from The Ohio State University.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Mid-Cap Growth
基金家族New York Life Investment Management LLC
淨資產367.22M
本年度至今日回報1.73%
收益率0.00%
晨星評級★★★★
成立日期2023年7月23日
基金運作
上次股息無
上次資本增益-1.00
持股週轉率24.00%
組別平均無
費用與支出
支出APSRX類別平均
年報支出比率 (淨值)0.85%1.09%
招股書淨支出比率0.85%無
招股書總支出比率0.95%無
最高 12b1 費用無無
最高首次認購費無5.36%
最高遞延銷售費用無1.27%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
