MainStay Mutual Funds List
Here you can find all mutual funds issued by MainStay and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 7
- Avg. Expense Ratio
- 1.06%
- Avg. 1 Year Return
- 11.83%
- Avg. 5 Year Return
- 2.69%
- Median Risk/Return Score
- 71 / 100
MainStay Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MainStay Epoch Capital Growth Fund | Global Equities | Jun 29, 2016 | 1.39% | 6.78% | 13.04% | 7.60% | 29 |
Explore top MainStay Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best MainStay Mutual funds by Risk/Return Score
The top MainStay Mutual funds by PortfoliosLab Risk/Return Score are MMHVX (91) and MDHVX (89).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| MainStay MacKay High Yield Municipal Bond Fund | 91 | — | Mar 2010 | |
| MainStay MacKay Short Duration High Yield Fund | 89 | — | Dec 2012 | |
| MainStay MacKay New York Tax Free Opportunities Fu... | 86 | — | May 2012 | |
| MainStay MacKay California Tax Free Opportunities ... | 71 | — | Feb 2013 | |
| MainStay MacKay Strategic Municipal Allocation Fun... | 70 | — | Jun 2019 |
Best-Performing MainStay Mutual funds Over 5 Years
The top MainStay Mutual funds is MECVX (8.03%).
Across the lineup, MainStay Mutual funds show an average 1-year return of 11.83% and an average 5-year return of 2.69%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| MainStay Epoch Capital Growth Fund | 8.03% | — | Jun 2016 | |
| MainStay Candriam Emerging Markets Equity Fund | 5.02% | — | Nov 2017 | |
| MainStay MacKay Short Duration High Yield Fund | 4.24% | — | Dec 2012 | |
| MainStay MacKay Strategic Municipal Allocation Fun... | 0.82% | — | Jun 2019 | |
| MainStay MacKay High Yield Municipal Bond Fund | 0.51% | — | Mar 2010 |
Lowest-Cost MainStay Mutual funds
The top MainStay Mutual funds is MNOVX (0.76%).
With an average expense ratio of 1.06%, MainStay Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| MainStay MacKay New York Tax Free Opportunities Fu... | 0.76% | — | May 2012 | |
| MainStay MacKay California Tax Free Opportunities ... | 0.77% | — | Feb 2013 | |
| MainStay MacKay High Yield Municipal Bond Fund | 0.87% | — | Mar 2010 | |
| MainStay MacKay Strategic Municipal Allocation Fun... | 0.97% | — | Jun 2019 | |
| MainStay MacKay Short Duration High Yield Fund | 1.10% | — | Dec 2012 |
Highest-Yield MainStay Mutual funds
The top MainStay Mutual funds is MECVX (7.60%).
Across the lineup, MainStay Mutual funds show an average dividend yield of 4.30%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| MainStay Epoch Capital Growth Fund | 7.60% | — | Jun 2016 | |
| MainStay MacKay Short Duration High Yield Fund | 4.80% | — | Dec 2012 | |
| MainStay Candriam Emerging Markets Equity Fund | 4.46% | — | Nov 2017 | |
| MainStay MacKay High Yield Municipal Bond Fund | 3.69% | — | Mar 2010 | |
| MainStay MacKay New York Tax Free Opportunities Fu... | 3.45% | — | May 2012 |
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Top Mutual funds Comparisons
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