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MainStay Balanced R2 MBCRX

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%

Morningstar’s Analysis MBCRX

Will MBCRX outperform in future?

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

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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