4 / 5 Stars
5 5 4 4 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#9 in Moderate Allocation
U.S. News evaluated 278 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.46 percent over the past year, 14.77 percent over the past three years, 6.39 percent over the past five years, and 6.71 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||9.2%|
|3 Years (Annualized)||14.8%|
|5 Years (Annualized)||6.4%|
|10 Years (Annualized)||6.7%|
The investment seeks current income consistent with reasonable opportunity for future growth of capital and income. The fund normally invests a minimum of 30% of its net assets in equity securities and a minimum of 30% of its net assets in debt securities. From time to time, it may temporarily invest slightly less than 30% of its net assets in equity or debt securities as a result of market conditions, individual securities transactions or cash flow considerations. The fund may invest in derivatives, such as futures, options, forward commitments and swap agreements, to try to enhance returns or reduce the risk of loss of (hedge) certain of its holdings.
Fees are Above Average compared to funds in the same category.
MainStay Income Builder Fund has an expense ratio of 1.06 percent.
Risk is Average compared to funds in the same category according to Morningstar.