MCKIX : MainStay Conservative Allocation Fund Class I

MCKIX is a Allocation Market All-In-One with LOW fees.

MCKIX

MainStay Conservative Allocation Fund Class I

FI Score

70 /100

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

70% FI Score
  • mckix
  • Mutual Fund
  • Allocation
  • All-In-One

MainStay Conservative Allocation Fund Class I

Expenses: 0.13% (Better than 1% of similar funds)

This is an OK 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
42.40% MainStay MacKay Total Return Bond R6
7.40% Mainstay Fds Tr
7.21% MainStay MacKay Short Dur Hi Yld I
3.97% MainStay Floating Rate R6
3.84% MainStay Winslow Large Cap Growth R6
3.27% MainStay Epoch US Equity Yield R6
3.17% MainStay MAP Equity I
2.97% MainStay MacKay Growth I
2.32% MainStay MacKay S&P 500 Index I
2.26% MainStay MacKay Small Cap Core I
2.22% MainStay Epoch US All Cap R6
1.90% IQ Chaikin US Large Cap ETF
1.81% IQ 50 Percent Hedged FTSE Intl ETF
1.80% MainStay Candriam Emerging Mkts Eq R6
1.73% IQ 500 International ETF
1.66% MainStay MacKay Infrastructure Bd R6
1.55% MainStay MacKay Common Stock I
1.38% MainStay Epoch International Choice I
1.22% MainStay MacKay Convertible I
1.15% IQ Chaikin US Small Cap ETF
1.07% MainStay Short Term Bond I
1.07% MainStay MacKay International Opports I
0.67% MainStay MacKay International Equity R6
0.59% MainStay MacKay High Yield Muncpl Bd R6
0.47% MainStay MacKay Unconstrained R6

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