MainStay Conservative Allocation Fund

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

#29 in Conservative Allocation

U.S. News evaluated 187 Conservative 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 12.55 percent over the past year, 8.72 percent over the past three years, and 10.75 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 3.9%
1 Year 12.5%
3 Years (Annualized) 8.7%
5 Years (Annualized) 10.7%
10 Years (Annualized) N/A

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Summary

The investment seeks current income and, secondarily, long-term growth of capital. 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 60% (within a range of 50% to 70%) of its assets in Underlying Fixed-Income funds and approximately 40% (within a range of 30% to 50%) of its assets in Underlying Equity funds. The Underlying Equity funds may consist of approximately 10% (within the range of 0% to 20%) of international equity funds.

Fees

Fees are Average compared to funds in the same category.
MainStay Conservative Allocation Fund 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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