MainStay Moderate Allocation

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

#53 in Moderate Allocation

U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 16.54 percent over the past year, 9.80 percent over the past three years, and 15.82 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.1%
1 Year 16.5%
3 Years (Annualized) 9.8%
5 Years (Annualized) 15.8%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital and, secondarily, current income. The fund is a "fund of funds," meaning that it seeks to achieve its investment objective by investing primarily in other MainStay funds (the "underlying funds"). It seeks to achieve its investment objective by normally investing approximately 60% (within a range of 50% to 70%) of its assets in Underlying Equity funds, and approximately 40% (within a range of 30% to 50%) of its assets in Underlying Fixed-Income funds. The Underlying Equity funds may consist of approximately 15% (within a range of 5% to 25%) of international equity funds.

Fees

Fees are Average compared to funds in the same category.
MainStay Moderate Allocation has an expense ratio of 0.35 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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