Ian is a Managing Director, Portfolio Manager, and Senior Analyst for the Fundamental Equity team at MacKay Shields. He is a portfolio manager of the MainStay MacKay equity funds. As a generalist on the team, Ian brings unique experience in analyzing energy, materials and utilities sectors that the team collectively looks to capitalize.
Ian joined the firm in 2009 as a Research Analyst. Previously, he was an Equity Analyst at Oppenheimer Capital and Clay Finlay LLC. In previous roles, he followed the energy, materials, consumer staples, consumer discretionary, and utilities sectors. He has worked in the financial services industry since 2000.
Ian earned a B.A. in Economics - Philosophy from Columbia University.
Chartered Financial Analyst
Performance data quoted represents past performance. Past performance is no guarantee of future results. Due to market volatility, current performance may be less or higher than the figures shown. Investment return and principal value will fluctuate so that upon redemption, shares may be worth more or less than their original cost. Performance figures for all Funds reflect contractual waivers and/or expense limitations, without which total returns may have been lower. These limitations may be modified or terminated only with Board approval.
The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance (this does not include the effects of sales charges, loads, and redemption fees). The top 10% of products in each product category receive 5stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
Click on the product name for the most recent overall risk-adjusted Morningstar ratings shown above, including ratings by share class and time period and the number of funds in each category. The Fund page also includes the prospectus, investment objectives, performance, risk and other important information.
友情链： IM体育在线平台-im体育官im体育官网 苹果版 | im体育手机版入口 - im 体育赛事比分 苹果版 | 2022im体育平台网页-赔率滚球-2022im体育半决赛最新版 | IM·体育视频比分观看-IM·体育今日今晚平台-im体育app平台下载 | im体育app平台下载|IM体育v2.3 安卓版|IM体育今天官网赛表 | im体育推荐官网_im体育今晚高清_im体育买软件 | 2022im体育网网址_分析观看比赛_2022im体育在线软件 |