MainStay Balanced Fund Class I (MBAIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.00% | 7.05% | -5.04% |
Year-to-Date | 2.14% | 7.77% | -5.63% |
1 Year | 8.76% | 0.00% | 8.76% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
21%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 21% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.91%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,150
Real cost (fees + lost compounding)
$1,423
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-2.35%