MainStay Balanced Fund

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

Fund Fees

Updated 02.28.2014

Maximum Sales Fees %
Initial 5.5
Deferred

Updated 02.28.2014

Maximum Fees %
Administrative
Management 0.7
Redemption

Updated 02.28.2014

Actual Fees %
12b-1 0.25
Management 0.7
Net Expense Ratio: Annual Report 1.16
Net Expense Ratio: Prospectus 1.18

Updated 03.05.2014

Total Cost Projections
3-Year $904.00
5-Year $1,163.00
10-Year $1,903.00

Purchase Information

Updated 02.28.2014

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