MainStay Moderate Allocation Fund (MMRIX) Alternatives
MainStay Moderate Allocation Fund (MMRIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MMRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to MMRIX
MMRIX charges 0.09% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among MMRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | MMRIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | MMRIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | MMRIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | MMRIX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | MMRIX vs MAANX |
Best Risk-Adjusted Alternatives to MMRIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | MMRIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | MMRIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | MMRIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | MMRIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | MMRIX vs PMAIX |
Top Performing MMRIX Alternatives (YTD)
MMRIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | MMRIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | MMRIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | MMRIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | MMRIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | MMRIX vs CONWX |
Lowest Volatility Alternatives to MMRIX
MMRIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | MMRIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | MMRIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | MMRIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | MMRIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | MMRIX vs SICIX |
Lowest Drawdown Alternatives to MMRIX
MMRIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | MMRIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | MMRIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | MMRIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | MMRIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | MMRIX vs SICIX |
Other Mutual Funds from New York Life
Most popular New York Life mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MainStay Winslow Large Cap Growth Fund | Large Cap Growth Equities | 10 | -15.36% | Jul 3, 1995 | MMRIX vs MLAAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 80 | -0.62% | May 1, 1986 | MMRIX vs MHCAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 41 | -7.16% | Jan 2, 2004 | MMRIX vs MSXAX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 42 | -7.11% | Jan 2, 1991 | MMRIX vs MSPIX | |
| MainStay WMC Growth Fund | Large Cap Growth Equities | 19 | -13.45% | Aug 7, 2006 | MMRIX vs KLGAX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 91 | -0.03% | Jan 1, 1991 | MMRIX vs MSTIX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 54 | 1.68% | Dec 3, 2008 | MMRIX vs EPLCX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 83 | 2.83% | Dec 26, 2005 | MMRIX vs EPSYX | |
| MainStay Floating Rate Fund | Bank Loan | 79 | -1.50% | May 2, 2004 | MMRIX vs MXFIX | |
| MainStay CBRE Real Estate Fund | REIT | 8 | 3.34% | Dec 31, 1996 | MMRIX vs CRARX |
Often Compared With MMRIX
What investors most often compare with MMRIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MainStay Growth Allocation Fund | Diversified Portfolio | 38 | -3.96% | Apr 3, 2005 | MMRIX vs MGDIX | |
| RiverPark Large Growth Fund | Large Cap Growth Equities | 11 | -13.34% | Sep 30, 2010 | MMRIX vs RPXIX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | MMRIX vs VOO |
Compare MMRIX with Any Fund or Stock
Compare MMRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.