MGDIX : MainStay Moderate Growth Allocation Fund Class I

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

MGDIX

MainStay Moderate Growth Allocation Fund Class I

FI Score

73 /100

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

73% FI Score
  • mgdix
  • Mutual Fund
  • Allocation
  • All-In-One

MainStay Moderate Growth 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 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
9.08% MainStay Winslow Large Cap Growth R6
8.24% MainStay Epoch US Equity Yield R6
7.14% MainStay MAP Equity I
7.07% MainStay MacKay Growth I
6.27% Mainstay Fds Tr
5.49% MainStay MacKay Short Dur Hi Yld I
5.42% MainStay Epoch US All Cap R6
5.11% MainStay MacKay Small Cap Core I
4.81% MainStay MacKay Total Return Bond R6
4.46% IQ Chaikin US Large Cap ETF
4.43% MainStay Candriam Emerging Mkts Eq R6
4.01% MainStay Epoch International Choice I
3.50% IQ 500 International ETF
3.36% MainStay MacKay S&P 500 Index I
3.21% MainStay MacKay International Opports I
3.11% MainStay MacKay Common Stock I
2.83% IQ Chaikin US Small Cap ETF
2.03% MainStay MacKay International Equity R6
2.01% IQ 50 Percent Hedged FTSE Intl ETF
1.98% MainStay MacKay Infrastructure Bd R6
1.69% MainStay Floating Rate R6
1.52% MainStay MacKay Convertible I
1.20% MainStay Short Term Bond I
0.97% MainStay Epoch Capital Growth I
0.72% MainStay MacKay High Yield Muncpl Bd R6

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