3 / 5 Stars
2 2 5 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#169 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.79 percent over the past year, 13.29 percent over the past three years, 18.51 percent over the past five years, and 6.22 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||18.5%|
|10 Years (Annualized)||6.2%|
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 are Average compared to funds in the same category.
MainStay S&P 500 Index Fund has an expense ratio of 0.60 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.