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)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 8.49
Mean 0.9
Sharpe Ratio 1.27
Bear Market Decile Rank 40

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Russell Mid Cap Value TR USD
R-Squared 92.35 97.72
Beta 0.98 0.59
Alpha 2.71 1.79