MainStay Retirement 2040 Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 3.73 0.0 3.73
Stocks 62.41 0.0 62.41
Bonds 10.48 0.0 10.48
Other 0.34 0.01 0.33
Foreign Bonds 3.22 5.65 -2.44
Foreign Stocks 25.41 0.0 25.41
Convertible 0.01 0.0 0.01
Preferred 0.07 0.0 0.07

Updated 04.30.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 04.30.2014

% Net Assets
MainStay S&P 500 Index I 11.87
MainStay Epoch US All Cap I 11.47
MainStay ICAP International I 10.4
MainStay Large Cap Growth I 9.63
MainStay MAP I 9.23
iShares Russell 2000 8.73
MainStay Common Stock I 7.82
MainStay International Equity I 5.23
MainStay ICAP Equity I 5.14
MainStay Total Return Bond I 4.29

Bond Ratings (%)

Updated 04.30.2014

Sector MSRTX
AAA 23.31
AA 1.63
A 7.62
BBB 23.67
BB 17.05
B 18.46
Below B 1.99
Other 6.27