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MainStay Moderate Growth Allocation A (MGDAX)

15.79 Up 0.03(0.19%) Nov 26
Prev Close:15.76
YTD Return*:4.25%
Net Assets*:638.13M
Yield*:1.88%

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

ยป More Headlines for MGDAX

Top Holdings

Symbol% AssetsYTD Return %
MainStay MAP I10.85N/A
MainStay Large Cap Growth I10.67N/A
Mainstay US Equity Opportunities I9.46N/A
MainStay US Small Cap I8.96N/A
MainStay ICAP International I7.66N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:638.13M
Category:Aggressive Allocation
Annual Report Expense Ratio (net):0.37%

Performance & Risk

YTD Return:4.25%
5y Avg Return:12.19%
Rank in Category (ytd):67
% Rank in Category (ytd):15.8%
Beta (3y):1.28
Morningstar Risk Rating:3

Fund 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 80% (within a range of 70% to 90%) of its assets in underlying equity funds, approximately 20% (within a range of 10% to 30%) of its assets in Underlying Fixed-Income funds. The underlying equity funds may consist of approximately 20% (within a range of 10% to 30%) of international equity funds. View More
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