MGXAX : MainStay Growth Allocation Fund Class A

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

MGXAX

MainStay Growth Allocation Fund Class A

FI Score

56 /100

Expense Ratio Rating

8 /10

Expense Rating

6 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

56% FI Score
  • mgxax
  • Mutual Fund
  • Allocation
  • All-In-One

MainStay Growth Allocation Fund Class A

Expenses: 0.43% (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. 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 substantially all of its assets in underlying equity funds (normally within a range of 90% to 100%). The fund may invest approximately 25% (within a range of 15% to 35%) of its assets in underlying international equity funds. It may invest up to 10% of its assets in underlying fixed-income funds.

Largest Holdings

Amount Holding
12.57% MainStay Winslow Large Cap Growth R6
10.65% MainStay Epoch US Equity Yield R6
9.31% MainStay MAP Equity I
8.59% MainStay MacKay Growth I
6.60% MainStay MacKay Small Cap Core I
6.49% MainStay Epoch US All Cap R6
5.35% IQ Chaikin US Large Cap ETF
5.27% IQ 500 International ETF
5.22% MainStay Candriam Emerging Mkts Eq R6
4.95% Mainstay Fds Tr
4.75% MainStay Epoch International Choice I
4.63% MainStay MacKay Common Stock I
4.45% MainStay MacKay International Opports I
3.46% MainStay MacKay International Equity R6
3.17% IQ Chaikin US Small Cap ETF
2.19% MainStay MacKay S&P 500 Index I
2.00% IQ 50 Percent Hedged FTSE Intl ETF
0.32% MainStay Epoch Capital Growth I

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