MainStay Growth ETF Allocation A (MOEAX)
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MainStay Growth ETF Allocation A
Parsippany NJ 07054
169 Lackawanna Ave
Mainstay Funds Trust
800 624 6782
Management information
Jonathan B. Swaney,Lead manager since 29 June 2020
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.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryAllocation--70% to 85% Equity
Fund familyNew York Life Investment Management LLC
Net assets111.19M
YTD return5.90%
Yield1.74%
Morningstar rating★★★
Inception date30 Aug 2020
Fund operations
Last dividend0.24
Last cap gain0.00
Holdings turnover57.00%
Average for categoryN/A
Fees and expenses
ExpenseMOEAXCategory average
Annual report expense ratio (net)1.17%0.71%
Prospectus net expense ratio1.17%N/A
Prospectus gross expense ratio1.22%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A4.99%
Max deferred sales loadN/A1.43%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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