MainStay WMC Growth R2 (KLGRX)
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MainStay WMC Growth R2
Parsippany NJ 07054
169 Lackawanna Ave
Mainstay Funds Trust
800 624 6782
Management Information
,Lead Manager since February 27, 2023
Equity Portfolio Manager and Managing Director is an equity portfolio manager on Wellington Management’s Growth Team. Mr. Shields manages equity assets on behalf of Wellington Management’s clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. Mr. Shields currently co-manages Wellington Management’s opportunistic growth approach and provides research to his team on the internet and media industries. Prior to joining Wellington Management in 2015, Mr. Shields worked as an equity research analyst covering business services companies at T. Rowe Price (2006 – 2015). Before that, he served as an investment associate at MDT Advisers (2000 – 2004) and as an investment-banking analyst at Harris Williams & Company (1998 – 2000). Mr. Shields received his MBA, with academic honors, from Harvard Business School (2006) and his BS in business administration, magna cum laude, from Washington and Lee University (1998).
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Morningstar Category
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Fund Overview
CategoryLarge Growth
Fund FamilyNew York Life Investment Management LLC
Net Assets886.26M
YTD Return3.43%
Yield0.00%
Morningstar Rating★★
Inception DateAug 6, 2006
Fund Operations
Last Dividend0.12
Last Cap Gain19.00
Holdings Turnover42.00%
Average for CategoryN/A
Fees & Expenses
ExpenseKLGRXCategory Average
Annual Report Expense Ratio (net)1.05%0.99%
Prospectus Net Expense Ratio1.05%N/A
Prospectus Gross Expense Ratio1.05%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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