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MainStay Moderate Allocation B MMRBX

Quantitative rating as of
  • NAV / 1-Day Return 12.34  /  0.82 %
  • Total Assets 779.4 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.830%
  • Distribution Fee Level Above Average
  • Share Class Type
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Closed
  • TTM Yield 0.05%
  • Turnover 32%

Morningstar’s Analysis MMRBX

Will MMRBX outperform in future?

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



MainStay Moderate Allocation B's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. 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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