Fund Family Name |
Fund Name |
CUSIP |
Symbol |
|
Morningstar Prospectus Objective |
Min Initial Purchase |
Min Subsequent Purchase |
Min IRA Purchase |
Expense
Ratio |
12b-1 |
Sales
Charge |
Available to New Shareholders |
Available to Existing Shareholders |
Exchange In Eligible |
Foreign Purchase Eligible |
MainStay Funds |
MAINSTAY 130/30
CORE FUND CL A |
27885C544 |
MYCTX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 25000 |
1.5 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY 130/30
CORE FUND CL C |
27885C536 |
MYCCX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
2.33 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY 130/30
CORE FUND CL I |
27885C528 |
MYCIX |
Mutual Fund |
Growth |
$ - |
$ - |
$ 5000000 |
1.25 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY 130/30
GROWTH FD CL A |
27885C478 |
MYGAX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 25000 |
1.5 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY 130/30
GROWTH FD CL C |
27885C460 |
MYGCX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
2.32 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY 130/30
GROWTH FD CL I |
27885C452 |
MYGIX |
Mutual Fund |
Growth |
$ - |
$ - |
$ 5000000 |
1.25 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY 130/30 HIGH YIELD BOND FUND CL A |
27885C445 |
MYHAX |
Mutual Fund |
Income |
$ 1000 |
$ 50 |
$ 1000 |
1.29 |
0.25 |
4.50 |
Yes |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY
130/30 HIGH YIELD FUND CL C |
27885C437 |
MYHYX |
Mutual Fund |
Income |
$ 1000 |
$ 50 |
$ 1000 |
2.12 |
1 |
1.00 |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY
130/30 HIGH YIELD FUND CL I |
27885C429 |
MYHIX |
Mutual Fund |
Income |
$ 5000000 |
$ - |
$ 5000000 |
1.04 |
0 |
None |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY
130/30 INTERNATIONAL FUND A |
27885C510 |
MYITX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ - |
1.6 |
0.25 |
5.50 |
Yes |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY 130/30
INTL FUND CL C |
27885C494 |
MYICX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
2.41 |
1 |
1.00 |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY ALL CAP
GROWTH CL A |
278846522 |
MAAAX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 25000 |
1.39 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY ALL CAP
GROWTH CL B |
278846514 |
MAWBX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
2.34 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY ALL CAP
GROWTH FD CL C |
278846498 |
MAWCX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
2.34 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY BALANCED FD
CL R1 |
278846415 |
MBNRX |
Mutual Fund |
Balanced |
$ - |
$ - |
$ - |
1.04 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY BALANCED
FUND CL B |
278846423 |
MBNBX |
Mutual Fund |
Balanced |
$ 1000 |
$ 50 |
$ 1000 |
2.1 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY BALANCED
FUND CL C |
278846555 |
MBACX |
Mutual Fund |
Balanced |
$ 1000 |
$ 50 |
$ 1000 |
2.1 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY BALANCED R2 |
278846399 |
MBCRX |
Mutual Fund |
Balanced |
$ - |
$ - |
$ - |
1.29 |
0.25 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY BALANCED R3 |
27885C833 |
MBDRX |
Mutual Fund |
Balanced |
$ - |
$ - |
$ - |
1.54 |
0.5 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY BALNCED CL A |
278846431 |
MBNAX |
Mutual Fund |
Balanced |
$ 1000 |
$ 50 |
$ 25000 |
1.29 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY CASH RESERVES |
56062N734 |
MSIXX |
Mutual Fund |
|
$ - |
$ - |
$ - |
|
|
None |
No |
Yes |
0 |
N |
MainStay Funds |
MAINSTAY COMMON
STOCK CLASS A |
56062F541 |
MSOAX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 25000 |
1.15 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY COMMON
STOCK CLASS B |
56062F533 |
MOPBX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
2.1 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY COMMON
STOCK CLASS C |
56062F269 |
MGOCX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
2.1 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY COMMON
STOCK FD CL I |
56062X716 |
MSOIX |
Mutual Fund |
Growth |
$ - |
$ - |
$ 5000000 |
0.62 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY COMMON
STOCK FUND CL R2 |
56063N303 |
MSORX |
Mutual Fund |
|
$ - |
$ - |
$ - |
|
|
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY COMPANY
VALUE CLASS B |
278846241 |
MOTBX |
Mutual Fund |
Small Company |
$ 1000 |
$ 50 |
$ 1000 |
2.44 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
COMPANY VALUE FD CLASS C |
278846571 |
MOPCX |
Mutual Fund |
Small Company |
$ 1000 |
$ 50 |
$ 1000 |
2.45 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
COMPANY VALUE FUND CLASS A |
278846258 |
MOPAX |
Mutual Fund |
Small Company |
$ 1000 |
$ 50 |
$ 25000 |
1.65 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
CONSERVATIV ALLOCATION CL A |
278846233 |
MCKAX |
Mutual Fund |
Asset Allocation |
$ 1000 |
$ 50 |
$ 25000 |
0.49 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
CONSERVATIV ALLOCATION CL B |
278846225 |
MCKBX |
Mutual Fund |
Asset Allocation |
$ 1000 |
$ 50 |
$ 1000 |
1.25 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
CONSERVATIV ALLOCATION CL C |
278846217 |
MCKCX |
Mutual Fund |
Asset Allocation |
$ 1000 |
$ 50 |
$ 1000 |
1.25 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
CONSERVATIV ALLOCATION CL I |
278846191 |
MCKIX |
Mutual Fund |
Asset Allocation |
$ - |
$ - |
$ - |
0.23 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
CONVERTIBLE BOND CLASS C |
56062F434 |
MCCVX |
Mutual Fund |
Convertible Bond |
$ 1000 |
$ 50 |
$ 1000 |
2 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
CONVERTIBLE CLASS A |
56062F780 |
MCOAX |
Mutual Fund |
Convertible Bond |
$ 1000 |
$ 50 |
$ 25000 |
1.13 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
CONVERTIBLE CLASS B |
56062F301 |
MCSVX |
Mutual Fund |
Convertible Bond |
$ 1000 |
$ 50 |
$ 1000 |
1.98 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
DIVERSIFIED INCOME CLASS A |
56062F657 |
MASAX |
Mutual Fund |
Multisector Bond |
$ 1000 |
$ 50 |
$ 25000 |
1.3 |
0.25 |
4.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
DIVERSIFIED INCOME CLASS B |
56062F640 |
MASBX |
Mutual Fund |
Multisector Bond |
$ 1000 |
$ 50 |
$ 1000 |
2.11 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
DIVERSIFIED INCOME CLASS C |
56062F350 |
MSICX |
Mutual Fund |
Multisector Bond |
$ 1000 |
$ 50 |
$ 1000 |
2.11 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
EPOCH GLOBAL CHOICE INSTL |
56063J708 |
EPACX |
Mutual Fund |
|
$ - |
$ - |
$ 100000 |
|
|
None |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY
EPOCH GLOBAL EQUITY YLD I |
56063J864 |
EPSYX |
Mutual Fund |
|
$ - |
$ - |
$ 100000 |
|
|
None |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY
EPOCH INTL SMALL CAP INSTL |
56063J823 |
EPIEX |
Mutual Fund |
|
$ - |
$ - |
$ 100000 |
|
|
None |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY EPOCH US
EQUITY INSTL |
56063J302 |
EPLCX |
Mutual Fund |
|
$ - |
$ - |
$ 100000 |
|
|
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY FLOATING
RATE CL C |
56062X732 |
MXFCX |
Mutual Fund |
Income |
$ 1000 |
$ 50 |
$ 1000 |
1.79 |
1 |
1.00 |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY
FLOATING RATE FUND CL A |
56062X757 |
MXFAX |
Mutual Fund |
Income |
$ 1000 |
$ 50 |
$ 25000 |
1 |
0.25 |
3.00 |
Yes |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY
FLOATING RATE FUND CL B |
56062X740 |
MXFBX |
Mutual Fund |
Income |
$ 1000 |
$ 50 |
$ 1000 |
1.79 |
1 |
3.00 |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY
FLOATING RATE FUND CL I |
56062X724 |
MXFIX |
Mutual Fund |
Income |
$ - |
$ - |
$ 5000000 |
0.71 |
0 |
None |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY
GOVERNMENT FUND CL C |
56062F384 |
MGVCX |
Mutual Fund |
Government Bond - General |
$ 1000 |
$ 50 |
$ 1000 |
1.8 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
GOVERNMENT FUND CLASS B |
56062F509 |
MCSGX |
Mutual Fund |
Government Bond - General |
$ 1000 |
$ 50 |
$ 1000 |
1.79 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
GOV- Mutual Fund - T CLASS A |
56062F764 |
MGVAX |
Mutual Fund |
Government Bond - General |
$ 1000 |
$ 50 |
$ 25000 |
0.97 |
0.25 |
4.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY GROWTH
ALLOCATION CL A |
27885C106 |
MGXAX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 25000 |
0.49 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY GROWTH
ALLOCATION CL B |
27885C205 |
MGXBX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
1.25 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY GROWTH
ALLOCATION CL C |
27885C304 |
MGXCX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
1.25 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY GROWTH
EQUITY FD CL A |
27885C882 |
MREAX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 25000 |
1.17 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY GROWTH
EQUITY FD CL B |
27885C874 |
MREBX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
2.06 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY GROWTH
EQUITY FD CL C |
27885C866 |
MRECX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
2.06 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY HIGH
INCOME CLASS A |
56062F475 |
MGHAX |
Mutual Fund |
Worldwide Bond |
$ 1000 |
$ 50 |
$ 25000 |
1.34 |
0.25 |
4.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY HIGH
INCOME CLASS B |
56062F467 |
MGHBX |
Mutual Fund |
Worldwide Bond |
$ 1000 |
$ 50 |
$ 1000 |
2.19 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY HIGH
INCOME CLASS C |
56062F244 |
MHYCX |
Mutual Fund |
Worldwide Bond |
$ 1000 |
$ 50 |
$ 1000 |
2.19 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY HIGH
YIELD CORP CLASS A |
56062F772 |
MHCAX |
Mutual Fund |
Corporate Bond - High Yield |
$ 1000 |
$ 50 |
$ 25000 |
1.07 |
0.25 |
4.50 |
Yes |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY HIGH
YIELD CORP CLASS C |
56062F376 |
MYHCX |
Mutual Fund |
Corporate Bond - High Yield |
$ 1000 |
$ 50 |
$ 1000 |
1.86 |
1 |
1.00 |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY
HIGH YIELD CORPORATE BD FD I |
56062X708 |
MHYIX |
Mutual Fund |
Corporate Bond - High Yield |
$ - |
$ - |
$ 5000000 |
0.87 |
0 |
None |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY
HIGH YIELD CORPORATE BD R2 |
56063N501 |
MHYRX |
Mutual Fund |
Corporate Bond - High Yield |
$ - |
$ - |
$ - |
1.2 |
0.25 |
None |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY
HIGH YIELD CORPORATE BOND CL B |
56062F400 |
MKHCX |
Mutual Fund |
Corporate Bond - High Yield |
$ 1000 |
$ 50 |
$ 1000 |
1.86 |
1 |
5.00 |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY ICAP EQUITY
CL C |
448926816 |
ICAVX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
1.94 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY ICAP
EQUITY FUND CL A |
448926824 |
ICAUX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 25000 |
1.18 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY ICAP
EQUITY FUND CL I |
448926204 |
ICAEX |
Mutual Fund |
Growth |
$ - |
$ - |
$ 5000000 |
0.8 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY ICAP
EQUITY FUND CL R1 |
448926790 |
ICAWX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
0.9 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY ICAP EQUITY R2 |
448926782 |
ICAYX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.15 |
0.25 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY ICAP EQUITY R3 |
448926774 |
ICAZX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.4 |
0.5 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY ICAP
GLOBAL FUND CL A |
448926766 |
ICGLX |
Mutual Fund |
Equity-Income |
$ 1000 |
$ 50 |
$ 25000 |
1.15 |
0.25 |
5.50 |
Yes |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY ICAP
GLOBAL FUND CL C |
448926758 |
ICGCX |
Mutual Fund |
Equity-Income |
$ 1000 |
$ 50 |
$ 1000 |
1.95 |
1 |
1.00 |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY ICAP
GLOBAL FUND CL I |
448926741 |
ICGRX |
Mutual Fund |
Equity-Income |
$ - |
$ - |
$ 5000000 |
0.9 |
0 |
None |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY ICAP
INTERNATIONAL FD I |
448926402 |
ICEUX |
Mutual Fund |
Foreign Stock |
$ - |
$ - |
$ 1000 |
0.8 |
0 |
None |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY ICAP
INTERNATIONAL R2 |
448926808 |
ICEYX |
Mutual Fund |
Foreign Stock |
$ - |
$ - |
$ - |
1.15 |
0.25 |
None |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY ICAP
INTERNATIONAL R3 |
448926881 |
ICEZX |
Mutual Fund |
Foreign Stock |
$ - |
$ - |
$ - |
1.4 |
0.5 |
None |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY ICAP INTL FD
CL A |
448926501 |
ICEVX |
Mutual Fund |
Foreign Stock |
$ 1000 |
$ 50 |
$ 25000 |
1.1 |
0.25 |
5.50 |
Yes |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY ICAP INTL FD
CL C |
448926600 |
ICEWX |
Mutual Fund |
Foreign Stock |
$ 1000 |
$ 50 |
$ 1000 |
1.96 |
1 |
1.00 |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY ICAP INTL
FD CL R1 |
448926709 |
ICETX |
Mutual Fund |
Foreign Stock |
$ - |
$ - |
$ - |
0.9 |
0 |
None |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY ICAP
SELECT EQTY FD CL A |
448926873 |
ICSRX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 25000 |
1.1 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY ICAP
SELECT EQUITY CL B |
448926683 |
ICSQX |
Mutual Fund |
|
$ 1000 |
$ 50 |
$ 1000 |
|
|
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY ICAP
SELECT EQUITY CL C |
448926865 |
ICSVX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
1.91 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
ICAP SELECT EQUITY FD CL I |
448926303 |
ICSLX |
Mutual Fund |
Growth |
$ 5000000 |
$ - |
$ - |
0.8 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
ICAP SELECT EQUITY FD CL R1 |
448926857 |
ICSWX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
0.91 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY ICAP
SELECT EQUITY R2 |
448926840 |
ICSYX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.15 |
0.25 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY ICAP
SELECT EQUITY R3 |
448926832 |
ICSZX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.4 |
0.5 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY INDEXED BD CL
A |
278846381 |
MIXAX |
Mutual Fund |
Corporate Bond - General |
$ 1000 |
$ 50 |
$ 25000 |
0.82 |
0.25 |
3.00 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
INTERMED TERM BOND CL A |
278846373 |
MTMAX |
Mutual Fund |
Corporate Bond - General |
$ 1000 |
$ 50 |
$ 25000 |
1.03 |
0.25 |
4.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
INTERMED TERM BOND CL B |
278846365 |
MTMBX |
Mutual Fund |
Corporate Bond - General |
$ 1000 |
$ 50 |
$ 1000 |
1.91 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
INTERMED TERM BOND CL C |
278846357 |
MTMCX |
Mutual Fund |
Corporate Bond - General |
$ 1000 |
$ 50 |
$ 1000 |
1.92 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY INTERNAT- Mutual Fund - AL EQUITY R2 |
56062X872 |
MIRRX |
Mutual Fund |
Foreign Stock |
$ - |
$ - |
$ - |
1.38 |
0.25 |
None |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY INTERNAT- Mutual Fund - L EQUITY CL C |
56062F442 |
MIECX |
Mutual Fund |
Foreign Stock |
$ 1000 |
$ 50 |
$ 1000 |
2.39 |
1 |
1.00 |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY INTERNAT- Mutual Fund - L EQUITY R3 |
56062X575 |
MIFRX |
Mutual Fund |
Foreign Stock |
$ - |
$ - |
$ - |
1.63 |
0.5 |
None |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY INTL
EQUITY CLASS A |
56062F681 |
MSEAX |
Mutual Fund |
Foreign Stock |
$ 1000 |
$ 50 |
$ 25000 |
1.46 |
0.25 |
5.50 |
Yes |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY INT- Mutual Fund - L EQUITY CLASS B |
56062F830 |
MINEX |
Mutual Fund |
Foreign Stock |
$ 1000 |
$ 50 |
$ 1000 |
2.4 |
1 |
5.00 |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY INTL
EQUITY FD CL R1 |
56062X880 |
MIERX |
Mutual Fund |
Foreign Stock |
$ - |
$ - |
$ - |
1.13 |
0 |
None |
No |
Yes |
60 |
Y |
MainStay Funds |
MAINSTAY LARGE
CAP GROWTH FD R1 |
56062X633 |
MLRRX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
0.88 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
LARGE CAP GROWTH FUND CLASS A |
56062X674 |
MLAAX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 25000 |
1.23 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
LARGE CAP GROWTH FUND CLASS B |
56062X666 |
MLABX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
2.1 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
LARGE CAP GROWTH FUND CLASS C |
56062X658 |
MLACX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
2.11 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
LARGE CAP GROWTH FUND CLASS I |
56062X641 |
MLAIX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
0.79 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY LARGE
CAP GROWTH FUND R2 |
56062X625 |
MLRTX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.14 |
0.25 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY LARGE
CAP GROWTH FUND R3 |
56062X617 |
MLGRX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.4 |
0.5 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY MAP CLASS A |
56062F210 |
MAPAX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 25000 |
1.23 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY MAP CLASS B |
56062F194 |
MAPBX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
2.07 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY MAP CLASS C |
56062F186 |
MMPCX |
Mutual Fund |
Growth |
$ 1000 |
$ 50 |
$ 1000 |
2.07 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY MAP FUND CL R1 |
56062X864 |
MAPRX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.01 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY MAP INSTL CL |
56062F228 |
MUBFX |
Mutual Fund |
Growth |
$ - |
$ - |
$ 5000000 |
0.96 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY MAP R2 |
56062X856 |
MPRRX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.3 |
0.25 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY MAP R3 |
56062X591 |
MMAPX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.56 |
0.5 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY MID CAP
CORE CLASS B |
278846282 |
MMOBX |
Mutual Fund |
|
$ 1000 |
$ 50 |
$ 1000 |
|
|
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY MID CAP
CORE CLASS C |
278846563 |
MMOCX |
Mutual Fund |
|
$ 1000 |
$ 50 |
$ 1000 |
|
|
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY MID
CAP GROWTH FUND CL R2 |
56063N402 |
MMCTX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.47 |
0.25 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY MID CAP
GROWTH R3 |
56062X583 |
MMGRX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.69 |
0.5 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY MID
CAP OPPORTUNITIES R3 |
27885C841 |
MMORX |
Mutual Fund |
|
$ - |
$ - |
$ - |
|
|
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
MODERATE ALLOCATION CL A |
278846183 |
MMRAX |
Mutual Fund |
Asset Allocation |
$ 1000 |
$ 50 |
$ 25000 |
0.46 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
MODERATE ALLOCATION CL B |
278846175 |
MMRBX |
Mutual Fund |
Asset Allocation |
$ 1000 |
$ 50 |
$ 1000 |
1.22 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
MODERATE ALLOCATION CL C |
278846167 |
MMRCX |
Mutual Fund |
Asset Allocation |
$ 1000 |
$ 50 |
$ 1000 |
1.22 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
MODERATE ALLOCATION CL I |
278846159 |
MMRIX |
Mutual Fund |
Asset Allocation |
$ - |
$ - |
$ - |
0.19 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
MODERATE GRTH ALLOCATION CL A |
278846142 |
MGDAX |
Mutual Fund |
Asset Allocation |
$ 1000 |
$ 50 |
$ 25000 |
0.46 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
MODERATE GRTH ALLOCATION CL B |
278846134 |
MGDBX |
Mutual Fund |
Asset Allocation |
$ 1000 |
$ 50 |
$ 1000 |
1.22 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
MODERATE GRTH ALLOCATION CL C |
278846126 |
MGDCX |
Mutual Fund |
Asset Allocation |
$ 1000 |
$ 50 |
$ 1000 |
1.22 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
MODERATE GRTH ALLOCATION CL I |
278846118 |
MGDIX |
Mutual Fund |
Asset Allocation |
$ - |
$ - |
$ - |
0.22 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY MONEY
MARKET FUND B |
56062F608 |
MKMXX |
Mutual Fund |
|
$ 1000 |
$ 50 |
$ 1000 |
|
|
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
PRINCIPAL PRESERVATION CL I |
56063N204 |
MCPXX |
Mutual Fund |
|
$ - |
$ - |
$ 5000000 |
|
|
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
RETIREMENT 2010 FUND CL A |
27885C825 |
MYRAX |
Mutual Fund |
Asset Allocation |
$ 1000 |
$ 50 |
$ 1000 |
0.38 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
RETIREMENT 2020 FUND CL A |
27885C767 |
MYROX |
Mutual Fund |
Asset Allocation |
$ 1000 |
$ 50 |
$ 1000 |
0.38 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
RETIREMENT 2030 FUND CL A |
27885C718 |
MRTTX |
Mutual Fund |
Asset Allocation |
$ 1000 |
$ 50 |
$ 1000 |
0.38 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
RETIREMENT 2040 FUND CL A |
27885C650 |
MSRTX |
Mutual Fund |
Asset Allocation |
$ 1000 |
$ 50 |
$ 1000 |
0.38 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY
RETIREMENT 2050 FUND CL A |
27885C593 |
MSRLX |
Mutual Fund |
Asset Allocation |
$ 1000 |
$ 50 |
$ 1000 |
0.38 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY S&P 500
INDEX CL A |
278846274 |
MSXAX |
Mutual Fund |
Growth and Income |
$ 1000 |
$ 50 |
$ 25000 |
0.6 |
0.25 |
3.00 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY S&P 500
INDEX CLASS I |
278846860 |
MSPIX |
Mutual Fund |
Growth and Income |
$ - |
$ - |
$ 5000000 |
0.3 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY SHORT
TERM BOND CL A |
278846266 |
MSTAX |
Mutual Fund |
Corporate Bond - General |
$ 1000 |
$ 50 |
$ 25000 |
0.9 |
0.25 |
3.00 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY TAX FREE
BOND CLASS A |
56062F756 |
MTBAX |
Mutual Fund |
Municipal Bond - National |
$ 1000 |
$ 50 |
$ 15000 |
0.88 |
0.25 |
4.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY TAX FREE
BOND CLASS B |
56062F806 |
MKTBX |
Mutual Fund |
Municipal Bond - National |
$ 1000 |
$ 50 |
$ 1000 |
1.2 |
0.5 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY TAX FREE
BOND CLASS C |
56062F327 |
MTFCX |
Mutual Fund |
Municipal Bond - National |
$ 1000 |
$ 50 |
$ 1000 |
1.2 |
0.5 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY TOTAL
RETURN CLASS A |
56062F798 |
MTRAX |
Mutual Fund |
Balanced |
$ 1000 |
$ 50 |
$ 25000 |
1.18 |
0.25 |
5.50 |
Yes |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY TOTAL
RETURN CLASS B |
56062F889 |
MKTRX |
Mutual Fund |
Balanced |
$ 1000 |
$ 50 |
$ 1000 |
1.99 |
1 |
5.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY TOTAL
RETURN CLASS C |
56062F426 |
MCTRX |
Mutual Fund |
Balanced |
$ 1000 |
$ 50 |
$ 1000 |
1.99 |
1 |
1.00 |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY VALUE FD CL R1 |
56062X823 |
MVARX |
Mutual Fund |
Growth and Income |
$ - |
$ - |
$ - |
0.81 |
0 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY VALUE R2 |
56062X815 |
MVRTX |
Mutual Fund |
Growth and Income |
$ - |
$ - |
$ - |
1.06 |
0.25 |
None |
No |
Yes |
0 |
Y |
MainStay Funds |
MAINSTAY ALL CAP
GROWTH CLASS I |
278846886 |
MATIX |
Mutual Fund |
Growth |
$ - |
$ - |
$ 5000000 |
0.93 |
0 |
None |
Yes |
Yes |
Y |
Y |
MainStay Funds |
MAINSTAY BALANCED
CLASS I |
278846209 |
MBAIX |
Mutual Fund |
Balanced |
$ - |
$ - |
$ 5000000 |
0.94 |
0 |
None |
Yes |
Yes |
Y |
Y |
MainStay Funds |
MAINSTAY EPOCH
GLOBAL CHOICE CL A |
56063J500 |
EPAPX |
Mutual Fund |
|
$ 25000 |
$ - |
$ 25000 |
|
|
Waived |
Yes |
Yes |
Y |
Y |
MainStay Funds |
MAINSTAY
EPOCH GLOBAL EQUITY YLD A |
56063J880 |
EPSPX |
Mutual Fund |
|
$ 25000 |
$ - |
$ 25000 |
|
|
Waived |
No |
Yes |
O |
Y |
MainStay Funds |
MAINSTAY
EPOCH INTL SMALL CAP CLASS A |
56063J849 |
EPIPX |
Mutual Fund |
|
$ 25000 |
$ - |
$ 25000 |
|
|
Waived |
Yes |
Yes |
Y |
Y |
MainStay Funds |
MAINSTAY EPOCH
US EQUITY CLASS A |
56063J104 |
EPLPX |
Mutual Fund |
|
$ 25000 |
$ - |
$ 25000 |
|
|
Waived |
Yes |
Yes |
Y |
Y |
MainStay Funds |
MAINSTAY
INCOME BUILDER FUND CLASS I |
56062X849 |
MTOIX |
Mutual Fund |
Balanced |
$ - |
$ - |
$ - |
0.79 |
0 |
None |
Yes |
Yes |
Y |
Y |
MainStay Funds |
MAINSTAY INDEXED
BOND CLASS I |
278846779 |
MIXIX |
Mutual Fund |
Corporate Bond - General |
$ 5000000 |
$ - |
$ 5000000 |
0.43 |
0 |
None |
Yes |
Yes |
Y |
Y |
MainStay Funds |
MAINSTAY
INTERMED TERM BOND CLASS I |
278846795 |
MTMIX |
Mutual Fund |
Corporate Bond - General |
$ 5000000 |
$ - |
$ 5000000 |
0.7 |
0 |
None |
Yes |
Yes |
Y |
Y |
MainStay Funds |
MAINSTAY INTL
EQUITY FUND CLASS I |
56062X807 |
MSIIX |
Mutual Fund |
Foreign Stock |
$ - |
$ - |
$ - |
1.03 |
0 |
None |
Yes |
Yes |
Y |
Y |
MainStay Funds |
MAINSTAY
MID CAP OPPORTUNITY CLASS I |
278846407 |
MMOIX |
Mutual Fund |
|
$ - |
$ - |
$ 5000000 |
|
|
None |
Yes |
Yes |
Y |
Y |
MainStay Funds |
MAINSTAY SHORT
TERM BOND CLASS I |
278846712 |
MSTIX |
Mutual Fund |
Corporate Bond - General |
$ 5000000 |
$ - |
$ 5000000 |
0.6 |
0 |
None |
Yes |
Yes |
Y |
Y |
MainStay Funds |
MAINSTAY
SMALL CAP OPPORTUNITY CLASS I |
278846100 |
MOPIX |
Mutual Fund |
Small Company |
$ - |
$ - |
$ 5000000 |
1.2 |
0 |
None |
Yes |
Yes |
Y |
Y |