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MainStay Growth Allocation I MGDIX

Quantitative rating as of
  • NAV / 1-Day Return 13.90  /  0.65 %
  • Total Assets 799.6 Mil
  • Adj. Expense Ratio
    0.100%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Status Open
  • TTM Yield 1.22%
  • Turnover 25%

Morningstar’s Analysis MGDIX

Will MGDIX outperform in future?

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

Summary

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MainStay Growth Allocation I's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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