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)

Fund Fees

Updated 02.28.2014

Maximum Sales Fees %
Initial 5.5
Deferred

Updated 02.28.2014

Maximum Fees %
Administrative
Management
Redemption

Updated 02.28.2014

Actual Fees %
12b-1 0.25
Management
Net Expense Ratio: Annual Report 0.37
Net Expense Ratio: Prospectus 1.26

Updated 07.03.2014

Total Cost Projections
3-Year $928.00
5-Year $1,204.00
10-Year $1,989.00

Purchase Information

Updated 02.28.2014

Minimum Investments
Initial $25,000.00
Additional
Initial IRA $25,000.00
Additional IRA
Initial AIP
Additional AIP