MainStay Balanced Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 2.98 0.0 2.98
Stocks 58.58 0.0 58.58
Bonds 31.4 0.0 31.4
Other 0.01 0.56 -0.55
Foreign Bonds 6.85 0.0 6.85
Foreign Stocks 0.74 0.0 0.74
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

% Net Assets
US Treasury Note 0.25% 2.0
US Treasury Note 1.5% 1.09
US Treasury Note 0.25% 1.08
US Treasury Note 1.375% 1.07
US Treasury Note 0.25% 1.07
iShares Intermediate Credit Bd 1.03
US Treasury Note 0.625% 0.93
US Treasury Note 1.75% 0.85
US Treasury Note 0.375% 0.77
US Treasury Note 0.75% 0.76

Bond Ratings (%)

Updated 12.31.2013

Sector MBINX
AAA 54.04
AA 4.78
A 19.13
BBB 16.39
BB 0.09
B 0.0
Below B 0.0
Other 5.58