MainStay S&P 500 Index Fund Investor Class (MYSPX) Research

The fund's main goal is to mirror the overall return performance of the S&P 500® Index, which includes factoring in dividend reinvestments from the common stocks within it. Typically, it dedicates at least 80% of its capital (including any borrowed funds used for investments) to the equities that comprise the S&P 500, aiming to replicate their relative weights as accurately as practicable. Up to 20% of its total assets may also be invested in options and futures contracts, which are utilized strategically to maintain cash levels while staying fully invested, streamline trading activities, or minimize transaction costs.

Market snapshot

Symbol
MYSPX
Price
$79.69
Day change
+1.09%
Market cap
$2.2B
52-week range
64.21-80.8
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Columbia Select Large Cap Equity Fund Institutional 2 Class (CLCRX)
  • Columbia Small Cap Value Fund I Institutional 3 Class (CSVYX)
  • DFA International Social Core Equity Portfolio (DSCLX)
  • FAM Value Fund Investor Class (FAMVX)
  • Fidelity Advisor Large Cap Fund Class C (FLCCX)
  • Nationwide S&P 500 Index Fund Institutional Service Class (GRISX)
  • Lazard International Strategic Equity Portfolio Institutional Shares (LISIX)
  • PIMCO StocksPLUS Absolute Return Fund Institutional Class (PSPTX)

Open MainStay S&P 500 Index Fund Investor Class (MYSPX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.