MainStay Moderate Growth Allocation

Scorecard
3 / 5 Stars
Lipper
5 5 2 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#15 in Aggressive Allocation

U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 19.77 percent over the past year, 12.15 percent over the past three years, and 14.88 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.2%
1 Year 19.8%
3 Years (Annualized) 12.2%
5 Years (Annualized) 14.9%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital and, secondarily, current income. The fund is a "fund of funds," meaning that it seeks to achieve its investment objective by investing primarily in other MainStay funds (the "underlying funds"). It seeks to achieve its investment objective by normally investing approximately 80% (within a range of 70% to 90%) of its assets in Underlying Equity funds, approximately 20% (within a range of 10% to 30%) of its assets in Underlying Fixed-Income funds. The Underlying Equity funds may consist of approximately 20% (within a range of 10% to 30%) of international equity funds.

Fees

Fees are Low compared to funds in the same category.
MainStay Moderate Growth Allocation has an expense ratio of 0.37 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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