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MainStay Conservative Allocation A MCKAX

Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 12.05  /  0.00
  • Total Assets 392.9 Mil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.76%
  • Turnover 19%

USD | NAV as of Jul 15, 2024 | 1-Day Return as of Jul 15, 2024, 10:18 PM GMT+0

Morningstar’s Analysis MCKAX

Will MCKAX outperform in future?

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

MainStay Conservative Allocation A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings MCKAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 59.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MainStay MacKay Total Return Bond R6

14.61 56.4 Mil

IQ MacKay ESG Core Plus Bond ETF

14.58 56.2 Mil

MainStay US Government Liquidity I

9.52 36.7 Mil
Cash and Equivalents

MainStay MacKay US Infrastructure Bd R6

8.72 33.6 Mil

MainStay Floating Rate R6

5.01 19.3 Mil

MainStay MacKay Short Dur Hi Inc I

4.38 16.9 Mil

MainStay WMC Growth R6

2.72 10.5 Mil

IQ Candriam U.S. Large Cap Equity ETF

2.66 10.2 Mil

MainStay PineStone U.S. Equity R6

2.52 9.7 Mil

MainStay Epoch US Equity Yield R6

2.44 9.4 Mil