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MainStay Balanced I MBAIX

Quantitative rating as of
NAV / 1-Day Return
28.86  /  0.48 %
Total Assets
485.5 Mil
Adj. Expense Ratio
0.840%
Expense Ratio
0.830%
Distribution Fee Level
Above Average
Share Class Type
Institutional
Category
Allocation—50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Limited
Status
Open
TTM Yield
1.21%
Turnover
182%

Morningstar’s Analysis MBAIX

Will MBAIX outperform in future?

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

Summary

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MainStay Balanced I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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