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    MainStay Retirement 2030 R2 (MRTUX)

    11.22 Up 0.03(0.27%) Dec 26
    Prev Close:11.19
    YTD Return*:6.56%
    Net Assets*:234.63M
    Yield*:1.19%

    * As of 30-Nov-14

    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 I14.81N/A
    MainStay MAP I9.74N/A
    MainStay Common Stock I9.51N/A
    MainStay Large Cap Growth I9.47N/A
    MainStay Epoch US All Cap I8.89N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:234.63M
    Category:Target Date 2026-2030
    Annual Report Expense Ratio (net):0.47%

    Performance & Risk

    YTD Return:6.56%
    5y Avg Return:10.57%
    Rank in Category (ytd):38
    % Rank in Category (ytd):16.67%
    Beta (3y):1.24
    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 26% (within a range of 16% to 36%) of its assets in underlying fixed-income funds and approximately 74% (within a range of 64% to 84%) 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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