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Mainstay Balanced Fund Class R3 (MBDRX)

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MainStay Balanced Fund Class R3 historical data, for real-time data please try another search

29.900 +0.050 +0.17%

23/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.22M

Type: Fund

Market: United States

Issuer: MainStay

Asset Class: Equity

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MBDRX Overview

Find basic information about the Mainstay Balanced Fund Class R3 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add MBDRX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change0%

Prev. Close29.85

Risk Rating

TTM Yield1.74%

ROE19.99%

IssuerMainStay

Turnover313%

ROA7.17%

Inception DateApr 28, 2006

Total Assets1.22M

Expenses1.41%

Min. InvestmentN/A

Market Cap56.04B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	994	1086	1028	1154	1343	1698
Fund Return	-0.64%	8.63%	2.77%	4.9%	6.08%	5.44%
Place in category	724	722	720	184	482	359
% in Category	92	88	93	29	73	76

Top Equity Funds by New York Life Investment Management LLC

Name	Total Assets	YTD%	3Y%	10Y%
MainStay Tax-Free Bond I	6.92B	-1.02	2.23	2.42
MainStay Large Cap Growth I	6.78B	-6.17	16.21	14.28
MainStay Large Cap Growth R6	3.31B	-6.04	16.35	14.39
MainStay VP Series SP 500 Index Pos	2.88B	-5.04	11.75	11.84
MainStay VP Series SP 500 Index Poi	1.87B	-4.97	12.03	12.12

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	108.52B	-0.52	8.11	7.88
Vanguard Wellington Admiral	95.02B	-1.53	8.15	8.06
American Funds American Balanced R6	54.81B	-0.42	8.45	8.21
Vanguard Balanced Index Adm	44.63B	-1.88	7.76	7.77
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 4.25%	-	6.47	-	-
United States Treasury Notes 4%	-	5.07	-	-
iShares Intermediate Govt/Credit Bond	US4642886125	4.23	105.30	-0.25%
United States Treasury Notes 4%	-	3.22	-	-
United States Treasury Notes 4%	-	2.45	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MainStay Balanced.	29.900	+0.050	+0.17%