MGDAX : MainStay Moderate Growth Allocation Fund Class A

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

MGDAX

MainStay Moderate Growth Allocation Fund Class A

FI Score

64 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

64% FI Score
  • mgdax
  • Mutual Fund
  • Allocation
  • All-In-One

MainStay Moderate Growth Allocation Fund Class A

Expenses: 0.37% (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 long-term growth of capital and, secondarily, current income. 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 80% (within a range of 70% to 90%) of its assets in underlying equity funds, and approximately 20% (within a range of 10% to 30%) of its assets in underlying fixed-income funds.

Largest Holdings

Amount Holding
9.45% MainStay Winslow Large Cap Growth R6
8.23% MainStay Epoch US Equity Yield R6
7.36% MainStay MAP Equity I
7.14% Mainstay Fds Tr
6.89% MainStay MacKay Growth I
5.62% MainStay Epoch US All Cap R6
5.34% MainStay MacKay Small Cap Core I
4.78% MainStay MacKay Short Dur Hi Yld I
4.65% IQ Chaikin US Large Cap ETF
4.54% MainStay MacKay Total Return Bond R6
4.38% MainStay MacKay S&P 500 Index I
3.95% MainStay Epoch International Choice I
3.60% MainStay Candriam Emerging Mkts Eq R6
3.38% IQ 500 International ETF
3.10% MainStay MacKay International Opports I
3.00% IQ Chaikin US Small Cap ETF
2.50% MainStay MacKay Common Stock I
2.03% MainStay MacKay International Equity R6
1.95% IQ 50 Percent Hedged FTSE Intl ETF
1.81% MainStay MacKay Infrastructure Bd R6
1.20% MainStay Floating Rate R6
1.16% MainStay MacKay Convertible I
1.12% MainStay Short Term Bond I
0.98% MainStay Epoch Capital Growth I
0.90% IQ Candriam ESG International Equity ETF

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