NasdaqGM - Delayed Quote USD

MainStay Defensive ETF Allocati (0P0001JM6K)

9.28 +0.00 (+0.03%)
At close: February 23 at 3:00 PM EST

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • (Junk)CommonWealth PPS
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Securities America Inc.
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Nylife Securities LLC

Fund Summary

The fund is a "fund of funds" that seeks to achieve its investment objective by investing in unaffiliated passively-managed exchange-traded funds (the "Underlying ETFs"). It seeks to achieve its investment objective by normally investing approximately 80% (within a range of 70% to 90%) of its assets in Underlying Fixed-Income ETFs and approximately 20% (within a range of 10% to 30%) of its assets in Underlying Equity ETFs. The fund may invest approximately 5% (within a range of 0% to 15%) of its assets in Underlying International Equity ETFs.

Fund Overview

Category Allocation--15% to 30% Equity
Fund Family New York Life Investment Management LLC
Net Assets 8.9M
YTD Return 0.00%
Yield 3.79%
Morningstar Rating
Inception Date Jun 30, 2020

Performance & Risk

YTD Return -0.42%
5y Average Return 0.00%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.66
Morningstar Risk Rating

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