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
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Schwab Institutional
- Vanguard
- (Junk)CommonWealth PPS
- LPL SAM Eligible - June 2022
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- CommonWealth Core
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Morgan Stanley Consulting Group Advisor
- Morgan Stanley Select UMA
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Securities America Advisors
- Securities America Inc.
- Vanguard TF
- Morgan Stanley Portfolio Management
- LPL SWM - 10.25.2021
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - December 2022
- Avantax
Fund Summary
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.
Fund Overview
| Category | Allocation--70% to 85% Equity |
| Fund Family | New York Life Investment Management LLC |
| Net Assets | 734.7M |
| YTD Return | -8.71% |
| Yield | 4.21% |
| Morningstar Rating | |
| Inception Date | Feb 29, 2016 |
Performance & Risk
| YTD Return | -8.71% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.27 |
| Morningstar Risk Rating |
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