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  •  Dow Down 0.26% Nasdaq Down 0.18%

    MainStay Moderate Allocation Inv (MMRDX)

    13.29 Down 0.01(0.08%) Jan 23
    Prev Close:13.29
    YTD Return*:4.24%
    Net Assets*:620.00M

    * As of 31-Dec-14

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


    • No Headlines available for MMRDX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MainStay Total Return Bond I20.62N/A
    MainStay MAP I8.12N/A
    Mainstay US Equity Opportunities I7.41N/A
    MainStay Epoch US All Cap I7.03N/A
    MainStay Large Cap Growth I6.69N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:620M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.51%

    Performance & Risk

    YTD Return:4.24%
    5y Avg Return:9.48%
    Rank in Category (ytd):80
    % Rank in Category (ytd):9.24%
    Beta (3y):1.02
    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 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. View More
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