MainStay Balanced C
51 Madison Avenue New York NY 10010
Map
Phone: 800-624-6782
| Category: | Moderate Allocation | | Fund Family: | MainStay | | Net Assets: | 79.50M | | Year-to-Date Return: | -25.39% | | Yield: | 1.20% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Dec-02 |
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Joan Sabella
Lead Manager since
01-May-89 | | | Sablella, portfolio manager, has been a director of NYLIM since December 2000.Previously she worked at Towneley Capital Management, Inc. from 1978 to 2000.NYLIM since December, 2000. Previously she worked at Towneley Capital Management, Inc. from 1978 to 2000. She holds the Charted Financial Analyst and the Charted Financial Planner designations. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks high total return. The fund invests approximately 60% of assets in mid- and large-capitalization stocks and 40% of assets in fixed-income securities and cash equivalents. It may always invest at least 25% of assets in fixed-income securities with an intermediate-term duration which ranges from three to five years. The fund may also invest in mortgage-backed and asset-backed securities and invest up to 20% of assets in foreign securities. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 68.00% | | Average for Category:
| 72.64% |
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| Expense | MBACX | Category
Avg | | Total Expense Ratio: | 2.03%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 1.00%
| 2.72% | | 3 Yr Expense Projection*: |
$652 | $623 | | 5 Yr Expense Projection*: |
$1,119 | $941 | | 10 Yr Expense Projection*: |
$2,410 | $1,840 |
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6.54% Nasdaq 
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