Advertisement
Skip to Content

MainStay Equity Allocation I MGXIX

Quantitative rating as of
  • NAV / 1-Day Return 14.46  /  0.00
  • Total Assets 419.3 Mil
  • Adj. Expense Ratio
    0.120%
  • Expense Ratio 0.690%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—85%+ Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.45%
  • Turnover 17%

Morningstar’s Analysis MGXIX

Will MGXIX outperform in future?

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

Summary

|

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

Unlock our full analysis with Morningstar Investor