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Nasdaq - Delayed Quote USD

MainStay Growth Allocation R1 (MGDJX)

15.09
+0.02
+(0.13%)
At close: November 30 at 8:00:37 PM EST
Loading Chart for MGDJX
  • Previous Close 15.07
  • YTD Return -8.71%
  • Expense Ratio 1.23%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 734.7M
  • Beta (5Y Monthly) 1.27
  • Yield 4.21%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.68
  • Inception Date Feb 29, 2016

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.

New York Life Investment Management LLC

Fund Family

Allocation--70% to 85% Equity

Fund Category

734.7M

Net Assets

2016-02-29

Inception Date

Performance Overview: MGDJX

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Trailing returns as of 5/31/2022. Category is Allocation--70% to 85% Equity.

YTD Return

MGDJX
8.71%
Category
11.35%
 

1-Year Return

MGDJX
3.58%
Category
32.83%
 

3-Year Return

MGDJX
0.00%
Category
11.75%
 

5-Year Return

MGDJX
0.00%
Category
11.53%
 

Holdings: MGDJX

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Sector Weightings

SectorMGDJX
Technology   21.50%
Industrials   13.78%
Healthcare   12.89%
Energy   4.15%
Real Estate   3.22%
Utilities   2.28%

Recent News: MGDJX

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Research Reports: MGDJX

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