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MainStay Balanced C MBACX

Quantitative rating as of
  • NAV / 1-Day Return 28.82  /  0.03 %
  • Total Assets 493.3 Mil
  • Adj. Expense Ratio
    2.070%
  • Expense Ratio 2.090%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 0.43%
  • Turnover 290%

Morningstar’s Analysis MBACX

Will MBACX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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MainStay Balanced C's Average People Pillar and Process Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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