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MainStay Moderate Growth Allocation A (MGDAX)

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MainStay Moderate Growth Allocation A

Mainstay Funds Trust169 Lackawanna AveParsippany NJ 07054
800-624-6782
Management Information
Jonathan Swaney,Lead Manager since April 3, 2005
Mr. Swaney has managed the Funds since their inception. Mr. Swaney was an employee of New York Life Investments from 1997-2009 and was responsible both for managing quantitative equity portfolios and performing research at New York Life Investments’ Equity Investors Group. Also within New York Life Investments, Mr. Swaney previously worked with the Investment Consulting Group and was a portfolio manager with the Quantitative Strategies unit. In 2009, Mr. Swaney joined Madison Square Investors LLC, an indirect, wholly-owned subsidiary of New York Life. While at Madison Square Investors LLC, Mr. Swaney was responsible both for managing quantitative equity portfolios and performing research. In January 2011, Mr. Swaney re-joined New York Life Investments as part of the Investment Consulting Group. Mr. Swaney earned his B.A. in Political Science from The College of William & Mary.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--70% to 85% Equity
Fund FamilyMainStay
Net Assets728.63M
YTD Return9.74%
Yield1.26%
Morningstar Rating★★★★
Inception DateApr 3, 2005

Fund Operations

Last Dividend0.06
Last Cap Gain0.00
Holdings Turnover32.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMGDAXCategory Average
Annual Report Expense Ratio (net)0.36%0.80%
Prospectus Net Expense Ratio1.58%N/A
Prospectus Gross Expense Ratio1.58%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.50%5.15%
Max Deferred Sales LoadN/A1.74%
3 Yr Expense Projection1,021N/A
5 Yr Expense Projection1,363N/A
10 Yr Expense Projection2,325N/A