MainStay Balanced R3's Average People Pillar and Process 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 highest quintile among peers.
- NAV / 1-Day Return 29.26 / 0.90 %
- Total Assets 490.3 Mil
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Adj. Expense Ratio
- Expense Ratio 1.430%
- Distribution Fee Level High
- 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 1.15%
- Turnover 290%
Morningstar’s Analysis MBDRX
Will MBDRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.