MainStay Short-Term Bond I 51 Madison Avenue New York NY 10010 Map
Phone: 800-624-6782
| Category: | Short-Term Bond | | Fund Family: | MainStay | | Net Assets: | 76.06M | | Year-to-Date Return: | 2.73% | | Yield: | 1.49% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-91 |
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Claude Athaide
Lead Manager since
01-Jan-04 | | | Athaide joined MacKay Shields in 1996 and became an associate director in 1999. Prior, he taught graduate and undergraduate level courses at George Washington U and The Wharton School of the University of Pennsylvania and was a quantitative analyst with Republic National Bank from May 1995 to august 1995. He has over 5 years of investment experience. Athaide holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks maximize total return, consistent with liquidity, preservation of capital and investment in short-term debt securities. The fund invests at least 80% of assets in debt securities including securities with special features. It normally has a dollar-weighted average maturity of less than three years. It may also engage in mortgage dollar rolls and securities lending. |
| Last Dividend
(25-Sep-09):
| 0.01 | | Last Cap Gain
(31-Dec-93):
| 0.02 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 107.45% |
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| Expense | MSTIX | Category Avg | | Total Expense Ratio: | 0.68%
| 0.91% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 2.64% | | Max Deferred Sales Load: | %
| 2.11% | | 3 Yr Expense Projection*: |
$ 269 | $405 | | 5 Yr Expense Projection*: |
$ 486 | $645 | | 10 Yr Expense Projection*: |
$ 1,109 | $1,328 |
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