Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
New York Life Mutual Funds
View all of New York Life’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
New York Life Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
Share Class Type
1 to 17 of 17 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
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|---|---|---|---|---|---|---|---|---|---|---|
| MainStay Epoch Capital Growth A | MECDX | Global Large-Stock Growth | 4.39% | 67 | 1.150% | Average | Front Load | $15,000 | ||
| MainStay Epoch Capital Growth C | MECEX | Global Large-Stock Growth | 4.06% | 68 | 2.200% | High | Level Load | $2,500 | ||
| MainStay Epoch Capital Growth I | MECFX | Global Large-Stock Growth | 4.51% | 66 | 0.900% | Average | Institutional | $1.0 Mil | ||
| MainStay Epoch Capital Growth Inv | MECVX | Global Large-Stock Growth | 4.28% | 67 | 1.460% | High | Front Load | $2,500 | ||
| MainStay MacKay CA Tax Free Opps I | MCOIX | Muni California Long | — | −0.59% | 13 | 0.500% | Below Average | Institutional | $1.0 Mil | |
| MainStay MacKay High Yield Corp Bd R6 | MHYSX | High Yield Bond | 1.49% | 27 | 0.560% | Below Average | Retirement, Large | — | ||
| MainStay MacKay High Yield Muncpl Bd I | MMHIX | High Yield Muni | — | 0.02% | 74 | 0.620% | Above Average | Institutional | $1.0 Mil | |
| MainStay MacKay NY Tax Free Opps I | MNOIX | Muni New York Long | — | −0.69% | 7 | 0.500% | Below Average | Institutional | $1.0 Mil | |
| MainStay MacKay Strategic Muni Alloc I | MTFGX | Muni National Interm | — | −0.54% | 28 | 0.520% | Above Average | Institutional | $1.0 Mil | |
| MainStay MacKay Strategic Muni Alloc R6 | MTFHX | Muni National Interm | — | −0.43% | 21 | 0.500% | High | Retirement, Large | — | |
| MainStay MacKay US Infrastructure Bd R6 | MGVDX | Intermediate Core Bond | — | −1.19% | 7 | 0.530% | High | Retirement, Large | — | |
| MainStay PineStone International Eq A | FCIRX | Foreign Large Growth | 4.17% | 40 | 1.200% | Average | Front Load | $15,000 | ||
| MainStay PineStone International Eq C | FCICX | Foreign Large Growth | 3.73% | 44 | 2.290% | High | Level Load | $1,000 | ||
| MainStay PineStone International Eq I | FCIUX | Foreign Large Growth | 4.23% | 40 | 0.850% | Average | Institutional | $1.0 Mil | ||
| MainStay PineStone International Eq Inv | FCIKX | Foreign Large Growth | 3.98% | 42 | 1.540% | High | Front Load | $1,000 | ||
| MainStay PineStone International Eq P | FCIHX | Foreign Large Growth | 4.23% | 40 | 0.850% | Average | Institutional | $5.0 Mil | ||
| MainStay PineStone International Eq R6 | FCIWX | Foreign Large Growth | 4.21% | 40 | 0.800% | Average | Retirement, Large | — |
New York Life Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank