MCKBX : MainStay Conservative Allocation Fund Class B

MCKBX is a Allocation Market All-In-One with HIGH fees.

MCKBX

MainStay Conservative Allocation Fund Class B

FI Score

29 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

29% FI Score
  • mckbx
  • Mutual Fund
  • Allocation
  • All-In-One

MainStay Conservative Allocation Fund Class B

Expenses: 1.30% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks current income and, secondarily, long-term growth of capital. The fund is a "fund of funds" that seeks to achieve its investment objective by investing primarily in mutual funds and ETFs managed by New York Life Investments or its affiliates. It seeks to achieve its investment objective by normally investing approximately 60% (within a range of 50% to 70%) of its assets in underlying fixed-income funds and approximately 40% (within a range of 30% to 50%) of its assets in underlying equity funds.

Largest Holdings

Amount Holding
41.67% MainStay MacKay Total Return Bond R6
9.19% Mainstay Fds Tr
6.54% MainStay MacKay Short Dur Hi Yld I
4.17% MainStay Winslow Large Cap Growth R6
3.41% MainStay Epoch US Equity Yield R6
3.40% MainStay MAP Equity I
3.26% MainStay MacKay Growth I
2.93% MainStay Floating Rate R6
2.45% MainStay MacKay Small Cap Core I
2.39% MainStay Epoch US All Cap R6
2.30% MainStay MacKay S&P 500 Index I
2.06% IQ Chaikin US Large Cap ETF
1.83% IQ 50 Percent Hedged FTSE Intl ETF
1.75% IQ 500 International ETF
1.59% MainStay MacKay Infrastructure Bd R6
1.58% MainStay Candriam Emerging Mkts Eq R6
1.42% MainStay Epoch International Choice I
1.28% IQ Chaikin US Small Cap ETF
1.20% MainStay MacKay Common Stock I
1.07% MainStay MacKay International Opports I
1.05% MainStay Short Term Bond I
0.97% MainStay MacKay Convertible I
0.70% MainStay MacKay International Equity R6
0.54% MainStay MacKay High Yield Muncpl Bd R6
0.47% MainStay Epoch Capital Growth I

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