MainStay Moderate Allocation I's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
- NAV / 1-Day Return 12.31 / 0.65 %
- Total Assets 771.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.630%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Allocation—50% to 70% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 1.31%
- Turnover 32%
Morningstar’s Analysis MMRIX
Will MMRIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.