MMRBX : MainStay Moderate Allocation Fund Class B

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

MMRBX

MainStay Moderate Allocation Fund Class B

FI Score

33 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

33% FI Score
  • mmrbx
  • Mutual Fund
  • Allocation
  • All-In-One

MainStay Moderate 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 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 60% (within a range of 50% to 70%) of its assets in underlying equity funds, and approximately 40% (within a range of 30% to 50%) of its assets in Underlying Fixed-Income funds.

Largest Holdings

Amount Holding
24.81% MainStay MacKay Total Return Bond R6
8.70% Mainstay Fds Tr
6.68% MainStay Winslow Large Cap Growth R6
5.97% MainStay Epoch US Equity Yield R6
5.61% MainStay MAP Equity I
5.17% MainStay MacKay Growth I
4.59% MainStay MacKay Short Dur Hi Yld I
4.11% MainStay Epoch US All Cap R6
3.93% MainStay MacKay S&P 500 Index I
3.57% IQ Chaikin US Large Cap ETF
2.82% MainStay MacKay Small Cap Core I
2.68% MainStay Epoch International Choice I
2.60% MainStay Candriam Emerging Mkts Eq R6
2.60% IQ 500 International ETF
2.07% MainStay MacKay International Opports I
1.95% MainStay MacKay Common Stock I
1.90% IQ 50 Percent Hedged FTSE Intl ETF
1.75% MainStay MacKay Infrastructure Bd R6
1.62% IQ Chaikin US Small Cap ETF
1.34% MainStay MacKay International Equity R6
1.14% MainStay Floating Rate R6
1.09% MainStay Short Term Bond I
1.04% MainStay MacKay Convertible I
0.61% MainStay MacKay Unconstrained R6
0.61% MainStay MacKay High Yield Muncpl Bd R6

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