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MainStay Conservative Allocation I MCKIX

Quantitative rating as of
  • NAV / 1-Day Return 11.27  /  0.18 %
  • Total Assets 418.7 Mil
  • Adj. Expense Ratio
    0.100%
  • Expense Ratio 0.650%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.06%
  • Turnover 38%

Morningstar’s Analysis MCKIX

Will MCKIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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MainStay Conservative Allocation I's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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