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    MainStay Retirement 2030 R2 (MRTUX)

    11.10 Up 0.01(0.09%) Jul 31
    Prev Close:11.10
    YTD Return*:2.32%
    Net Assets*:238.03M
    Yield*:1.32%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for MRTUX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MainStay Total Return Bond I18.03N/A
    MainStay MAP I8.99N/A
    MainStay Common Stock I8.85N/A
    MainStay Epoch US All Cap I8.68N/A
    MainStay ICAP International I8.18N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:238.03M
    Category:Target Date 2026-2030
    Annual Report Expense Ratio (net):0.47%

    Performance & Risk

    YTD Return:2.32%
    5y Avg Return:11.96%
    Rank in Category (ytd):34
    % Rank in Category (ytd):13.28%
    Beta (3y):1.20
    Morningstar Risk Rating:4

    Fund 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 27% (within a range of 17% to 37%) of its assets in underlying fixed-income funds and approximately 73% (within a range of 63% to 83%) 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. View More
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