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MainStay Moderate Allocation I MMRIX

Quantitative rating as of
  • NAV / 1-Day Return 12.31  /  0.65 %
  • Total Assets 771.7 Mil
  • Adj. Expense Ratio
    0.090%
  • 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.

Summary

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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.

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