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MainStay Conservative Allocation B MCKBX

Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 11.54  /  0.00
  • Total Assets 385.7 Mil
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.760%
  • Distribution Fee Level High
  • Share Class Type
  • Category Moderately Conservative Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Closed
  • TTM Yield 1.98%
  • Turnover 19%

USD | NAV as of Jun 11, 2024 | 1-Day Return as of Jun 11, 2024, 9:53 PM GMT+0

Morningstar’s Analysis MCKBX

Will MCKBX outperform in future?

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

MainStay Conservative Allocation B's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings MCKBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 61.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MainStay MacKay Total Return Bond R6

15.53 58.3 Mil

IQ MacKay ESG Core Plus Bond ETF

15.53 58.3 Mil

MainStay US Government Liquidity I

8.94 33.5 Mil
Cash and Equivalents

MainStay MacKay US Infrastructure Bd R6

7.82 29.4 Mil

MainStay Floating Rate R6

5.21 19.6 Mil

MainStay MacKay Short Dur Hi Inc I

4.46 16.8 Mil

MainStay WMC Growth R6

2.71 10.2 Mil

IQ Candriam U.S. Large Cap Equity ETF

2.69 10.1 Mil

MainStay PineStone U.S. Equity R6

2.55 9.6 Mil

MainStay Epoch US Equity Yield R6

2.45 9.2 Mil