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MainStay Retirement 2040 A (MSRTX)

10.73 Up 0.03(0.28%) Apr 17
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Prev Close:10.70
YTD Return*:0.75%
Net Assets*:112.48M

* As of 31-Mar-14

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


  • No Headlines available for MSRTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MainStay Epoch US All Cap I11.91N/A
MainStay S&P 500 Index I10.37N/A
iShares Russell 20009.78N/A
MainStay ICAP International I9.60N/A
MainStay Large Cap Growth I9.53N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:112.48M
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):0.37%

Performance & Risk

YTD Return:0.75%
5y Avg Return:17.10%
Rank in Category (ytd):92
% Rank in Category (ytd):38.82%
Beta (3y):1.52
Morningstar Risk Rating:2

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. It seeks to achieve its investment objective by normally investing approximately 15% (within a range of 5% to 25%) of its assets in underlying fixed-income funds and approximately 85% (within a range of 75% to 95%) of its assets in Underlying Equity 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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