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Morningstar

MainStay Equity Allocation C MGXCX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 15.28  /  −1.10 %
  • Total Assets 452.3 Mil
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.850%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Aggressive Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield —
  • Turnover 17%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 9:57 PM GMT+0

Morningstar’s Analysis MGXCX

Will MGXCX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MGXCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MGXCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MGXCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

MainStay Equity Allocation C'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.

by Morningstar Manager Research
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Portfolio Holdings MGXCX

More MGXCX Holdings
  • 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

7.60 34.7 Mil
—

IQ Candriam U.S. Large Cap Equity ETF

7.35 33.5 Mil
—

MainStay Winslow Large Cap Growth R6

6.77 30.9 Mil
—

MainStay Epoch US Equity Yield R6

6.73 30.7 Mil
—

MainStay WMC Enduring Capital R6

6.50 29.7 Mil
—

MainStay WMC Value R6

6.39 29.1 Mil
—

MainStay PineStone U.S. Equity R6

6.37 29.1 Mil
—

MainStay Fiera SMID Growth R6

5.84 26.7 Mil
—

IQ Candriam U.S. Mid Cap Equity ETF

5.72 26.1 Mil
—

MainStay Candriam Emerging Mkts Eq R6

5.05 23.0 Mil
—