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MainStay Equity Allocation B MGXBX

Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 15.86  /  +0.19 %
  • Total Assets 466.1 Mil
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.850%
  • Distribution Fee Level High
  • Share Class Type
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Closed
  • TTM Yield
  • Turnover 17%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:04 PM GMT+0

Morningstar’s Analysis MGXBX

Will MGXBX outperform in future?

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

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

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 highest quintile among peers.

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Portfolio Holdings MGXBX

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

MainStay WMC Growth R6

7.79 34.6 Mil

IQ Candriam U.S. Large Cap Equity ETF

7.31 32.5 Mil

MainStay Winslow Large Cap Growth R6

7.11 31.6 Mil

MainStay Epoch US Equity Yield R6

6.52 29.0 Mil

MainStay WMC Enduring Capital R6

6.37 28.3 Mil

MainStay WMC Value R6

6.12 27.2 Mil

MainStay Fiera SMID Growth R6

5.64 25.1 Mil

IQ Candriam U.S. Mid Cap Equity ETF

5.61 24.9 Mil

MainStay PineStone U.S. Equity R6

5.38 23.9 Mil

MainStay WMC Small Companies I

4.88 21.7 Mil