MainStay Balanced Fund

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

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 8.36
Mean 0.92
Sharpe Ratio 1.32
Bear Market Decile Rank 45

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Russell Mid Cap Value TR USD
R-Squared 92.11 97.75
Beta 0.98 0.59
Alpha 2.11 0.85