MainStay Fiera SMID Growth I (APSGX)
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MainStay Fiera SMID Growth I
Parsippany NJ 07054
169 Lackawanna Ave
Mainstay Funds Trust
800 624 6782
Management Information
Sunil M. Reddy,Lead Manager since June 28, 2012
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.
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Morningstar Category
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Fund Overview
CategoryMid-Cap Growth
Fund FamilyNew York Life Investment Management LLC
Net Assets367.22M
YTD Return1.81%
Yield0.00%
Morningstar Rating★★★★
Inception DateJul 23, 2023
Fund Operations
Last Dividend0.07
Last Cap Gain-1.00
Holdings Turnover24.00%
Average for CategoryN/A
Fees & Expenses
ExpenseAPSGXCategory Average
Annual Report Expense Ratio (net)2.05%1.09%
Prospectus Net Expense Ratio2.05%N/A
Prospectus Gross Expense Ratio2.08%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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