MainStay MacKay Total Return Bond A (MTMAX)
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MainStay MacKay Total Return Bond A
Parsippany NJ 07054
169 Lackawanna Ave
Mainstay Funds Trust
800 624 6782
Management information
,Lead manager since 8 May 2023
Tom joined MacKay Shields in April 2021 and currently serves as the Chief Operating Officer of MacKay’s non-Municipal fixed income business. In addition, Tom is a Portfolio Manager on the Global Fixed Income team. Prior to joining MacKay, he previously worked for more than twenty years at Blackrock where he was responsible for their $75 billion plus Short Duration strategies and worked closely with the multi sector teams. He also served as a Portfolio Manager within the Global Fixed Income division at Merrill Lynch Investment Managers prior to it being acquired by BlackRock in 2006. Tom earned his B.S. in Finance from Siena College and his MBA in Finance from St. John’s University and is a CFA charterholder. His career in the investment management industry began in 1991.
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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
CategoryIntermediate Core-Plus Bond
Fund familyNew York Life Investment Management LLC
Net assets339.36M
YTD return0.90%
Yield4.36%
Morningstar rating★★★
Inception date1 Jan 2004
Fund operations
Last dividend0.12
Last cap gain-12.00
Holdings turnover119.00%
Average for categoryN/A
Fees and expenses
ExpenseMTMAXCategory average
Annual report expense ratio (net)0.88%0.75%
Prospectus net expense ratio0.88%N/A
Prospectus gross expense ratio0.91%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.74%
Max deferred sales loadN/A1.41%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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