NasdaqGM - Delayed Quote USD

MainStay Short Term Bond Fund S (0P0001K7YB)

9.13 -0.01 (-0.11%)
As of April 5 at 4:00 PM EDT. Market Open.

Fund Summary

The fund, under normal circumstances, invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in debt securities. Under normal circumstances, it invests at least 80% of net assets in investment grade quality bonds of various types as rated by a nationally recognized statistical rating organization ("NRSRO"), or if unrated, judged to be of comparable quality by NYL Investors LLC, the fund's Subadvisor. The fund may invest up to 20% of its net assets in bonds rated below investment grade by a NRSRO, commonly referred to as "high yield" or "junk" bonds.

MainStay Short Term Bond Fund S

Parsippany NJ 07054
169 Lackawanna Ave
800 624 6782

Fund Overview

Category Short-Term Bond
Fund Family New York Life Investment Management LLC
Net Assets 170.32M
YTD Return 0.66%
Yield 4.09%
Morningstar Rating
Inception Date Jan 02, 2004

Fund Operations

Last Dividend 0.10
Last Cap Gain -4.00
Holdings Turnover 495.00%
Average for Category --

Fees & Expenses

Expense 0P0001K7YB Category Average
Annual Report Expense Ratio (net) 0.75% 0.68%
Prospectus Net Expense Ratio 0.75% --
Prospectus Gross Expense Ratio 0.75% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 2.59%
Max Deferred Sales Load -- 1.12%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Downs is a Senior Director of NYL Investors LLC. He joined New York Life Investment Management LLC in 2005 and is a portfolio manager in the Investment Grade Portfolio Management Group. Mr. Downs earned his BBA from Fordham University and a MBA from Pace University Lubin School of Business.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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