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MainStay Conservative Allocation B MCKBX

Quantitative rating as of
  • NAV / 1-Day Return 10.93  /  0.18 %
  • Total Assets 418.7 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.830%
  • Distribution Fee Level High
  • Share Class Type
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Closed
  • TTM Yield 0.83%
  • Turnover 38%

Morningstar’s Analysis MCKBX

Will MCKBX outperform in future?

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

Summary

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

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