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MainStay Equity Allocation A MGXAX

Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 13.91  /  1.35 %
  • Total Assets 406.1 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.11%
  • Turnover 17%

Morningstar’s Analysis MGXAX

Will MGXAX outperform in future?

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

MainStay Equity Allocation A's Average People Pillar and Process 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 MGXAX

  • Current Portfolio Date
  • Equity Holdings 18
  • Bond Holdings 0
  • Other Holdings 25
  • % Assets in Top 10 Holdings
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MainStay WMC Growth R6

8.26
35,982,795

IQ Candriam ESG U.S. Large Cap Eq ETF

7.92
34,471,043

MainStay Winslow Large Cap Growth R6

7.77
33,834,613

MainStay Epoch US Equity Yield R6

7.37
32,073,603

MainStay WMC Value R6

7.32
31,889,399

IQ Chaikin US Large Cap ETF

7.29
31,765,778

MainStay WMC Enduring Capital R6

7.27
31,637,516

MainStay WMC Small Companies I

6.30
27,446,207

IQ Chaikin US Small Cap ETF

5.98
26,055,220

MainStay Candriam Emerging Mkts Eq R6

5.04
21,939,725