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Morningstar

MainStay Balanced R2 MBCRX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 29.30  /  0.03 %
  • Total Assets 493.0 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.180%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 1.37%
  • Turnover 290%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:04 PM GMT+00:00

Morningstar’s Analysis MBCRX

Will MBCRX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MBCRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MBCRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MBCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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MainStay Balanced R2's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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