MainStay S&P 500 Index Fund

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

#162 in Large Blend

U.S. News evaluated 487 Large Blend 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 24.62 percent over the past year, 13.71 percent over the past three years, 22.28 percent over the past five years, and 6.55 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.8%
1 Year 24.6%
3 Years (Annualized) 13.7%
5 Years (Annualized) 22.3%
10 Years (Annualized) 6.5%

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Summary

The investment seeks investment results that correspond to the total return performance (reflecting reinvestment of dividends) of common stocks in the aggregate, as represented by the S&P 500® Index. The fund normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in stocks as represented in the Standard & Poor's 500® Index in the same proportion, to the extent feasible. It may invest up to 20% of its total assets in options and futures contracts to maintain cash reserves, while being fully invested, to facilitate trading or to reduce transaction costs.

Fees

Fees are Average compared to funds in the same category.
MainStay S&P 500 Index Fund has an expense ratio of 0.60 percent.

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Risk

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

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