Nasdaq - Delayed Quote USD

MainStay MacKay CA Tax Free Opps A (MSCAX)

9.63 -0.03 (-0.31%)
As of 8:05 AM EDT. Market Open.

Fund Summary

The fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in municipal bonds, whose interest is, in the opinion of bond counsel for the issuers at the time of issuance, exempt from federal and California income taxes. It may invest up to 20% of its net assets in municipal bonds subject to the federal alternative minimum tax, and municipal bonds that pay interest that is subject to federal and California income taxes.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 15.11%
Worst 1Y Total Return --
Number of Years Up 9
Number of Years Down 1

Performance & Risk

YTD Return -0.81%
5y Average Return 1.19%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MSCAXCategory AverageMSCAXCategory AverageMSCAXCategory Average
Alpha 0.28 -0.01 0.06 -0 0.5 0
BETA 1.16 0.01 1.2 0.01 1.2 0.01
Mean Annual Return -0.03 0 0.15 0 0.29 0
R-squared 95.77 0.95 95.96 0.95 94.77 0.94
Standard Deviation 8.8 0.05 7.91 0.05 6.17 0.05
Sharpe Ratio -0.38 0.01 -0.05 0 0.33 0.01
Treynor Ratio -3.19 0.03 -0.57 0.02 1.58 0.04

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