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.
- NAV / 1-Day Return 28.82 / 0.03 %
- Total Assets 493.3 Mil
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Adj. Expense Ratio
- 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.