MainStay Growth Allocation A
Parsippany NJ 07054
169 Lackawanna Ave
Mainstay Funds Trust
800 624 6782
管理資訊
Jonathan B. Swaney,自 2005年4月3日 起的牽頭經辦人
Jonathan Swaney was an employee of New York Life Investments from 1997-2009 and was responsible both for managing quantitative equity portfolios and performing research at New York Life Investments’ Equity Investors Group. Also within New York Life Investments, Mr. Swaney previously worked with the Investment Consulting Group and was a portfolio manager with the Quantitative Strategies unit. In 2009, Mr. Swaney joined Madison Square Investors LLC, an indirect, wholly-owned subsidiary of New York Life. While at Madison Square Investors LLC, Mr. Swaney was responsible both for managing quantitative equity portfolios and performing research. In January 2011, Mr. Swaney re-joined New York Life Investments as part of the Investment Consulting Group. Mr. Swaney began his career in financil services working on the fixed income desk at the Vanguard Group after earned his B.A. in Political Science from The College of William & Mary in 1991. He also spent several years with a hedge fund of funds before coming to New York Life Investments in 1997.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Allocation--70% to 85% Equity
基金家族New York Life Investment Management LLC
淨資產852.79M
本年度至今日回報5.81%
收益率0.68%
晨星評級★★★
成立日期2008年2月27日
基金運作
上次股息0.11
上次資本增益-1.00
持股週轉率25.00%
組別平均無
費用與支出
支出MGDAX類別平均
年報支出比率 (淨值)1.07%0.71%
招股書淨支出比率1.07%無
招股書總支出比率1.21%無
最高 12b1 費用無無
最高首次認購費無4.99%
最高遞延銷售費用無1.43%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
