MainStay Retirement 2030 Fund

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

U.S. News evaluated 51 Target Date 2026-2030 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 17.85 percent over the past year, 10.10 percent over the past three years, and 13.43 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.1%
1 Year 17.8%
3 Years (Annualized) 10.1%
5 Years (Annualized) 13.4%
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize total return over time consistent with its current investment allocation. The fund is a "fund of funds," meaning that it seeks to achieve its investment objective by investing primarily in mutual funds managed by New York Life Investments. The fund seeks to achieve its investment objective by normally investing approximately 26% (within a range of 16% to 36%) of its assets in underlying fixed-income funds and approximately 74% (within a range of 64% to 84%) of its assets in Underlying Equity Funds. The underlying equity funds may consist of approximately 17% (within a range of 7% to 27%) of international equity funds.

Fees

Fees are Above Average compared to funds in the same category.
MainStay Retirement 2030 Fund has an expense ratio of 0.72 percent.

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Risk

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

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