MainStay MacKay Convertible Fund Class B (MCSVX) Research

The fund seeks to achieve both capital growth and a consistent income stream. Typically, at least 80% of its total assets—calculated as net assets plus any borrowed funds for investment—are committed to "convertible securities." Such investments, which include bonds, debentures, corporate notes, and preferred stocks, offer the option to convert into common stock or the cash equivalent of a stock, or even a basket or index of equity securities. The balance of the portfolio may be held in other assets, such as non-convertible debt, non-dividend-paying equity securities, U.S. government securities, or cash and its equivalents.

Market snapshot

Symbol
MCSVX
Price
$18.68
Day change
+0.59%
Market cap
$1.5B
P/E ratio
-62.34x
52-week range
17.39-19.54
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Blackrock Innovation & Growth Trust (BIGZ)
  • Delaware SMID Cap Growth Fund Class A (DFCIX)
  • Diamond Hill Small-Mid Cap Fund (DHMAX)
  • Fidelity Large Cap Growth Idx Prm (FSUPX)
  • Nationwide S&P 500 Index Fund (GRMIX)
  • Infinity Q Diversified Alpha Fund Investor Class (IQDAX)
  • BMO TCH Core Plus Bond Fund Class I Shares (MCBIX)
  • BMO Intermediate Tax Free Fund Class Y (MITFX)

Open MainStay MacKay Convertible Fund Class B (MCSVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.