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Morningstar

MainStay Conservative Allocation I MCKIX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:30 PM GMT+00:00

Morningstar’s Analysis MCKIX

Will MCKIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MCKIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MCKIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MCKIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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