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Morningstar

MainStay Income Builder A MTRAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See New York Life Investment Hub

Morningstar’s Analysis MTRAX

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

People Pillar

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

Searching for an edge.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

MainStay Income Builder’s lead managers have guided this fund’s flexible process for three years, but they are still finding their feet. The fund continues to earn a Morningstar Medalist Rating of Neutral across all share classes.

by Stephen Margaria
Rated on Published on

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