MainStay Balanced Fund

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

Fund Fees

Updated 04.30.2014

Maximum Sales Fees %
Initial
Deferred 1.0

Updated 04.30.2014

Maximum Fees %
Administrative
Management 0.7
Redemption

Updated 04.30.2014

Actual Fees %
12b-1 1.0
Management 0.7
Net Expense Ratio: Annual Report 2.09
Net Expense Ratio: Prospectus 2.11

Updated 07.03.2014

Total Cost Projections
3-Year $661.00
5-Year $1,134.00
10-Year $2,441.00

Purchase Information

Updated 02.28.2014

Minimum Investments
Initial $1,000.00
Additional $50.00
Initial IRA $1,000.00
Additional IRA
Initial AIP $500.00
Additional AIP $50.00