MainStay Moderate Growth Allocation Fund Class I (MGDIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.38% | 3.45% | -2.07% |
Year-to-Date | 2.86% | 6.79% | -3.93% |
1 Year | 13.78% | 0.00% | 13.78% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
26%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 26% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.12%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$158
Real cost (fees + lost compounding)
$194
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
97%
Return in excess of styles
(over past year)
-9.34%