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Morningstar

MainStay Moderate Allocation C MMRCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.20  /  0.00
  • Total Assets 777.1 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.830%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 0.05%
  • Turnover 32%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:04 PM GMT+00:00

Morningstar’s Analysis MMRCX

Will MMRCX 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 MMRCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MMRCX 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 MMRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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MainStay Moderate Allocation C's Average People Pillar and Process 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 most expensive quintile among peers.

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