MainStay Equity Allocation Fund Class R3 (MGXRX) is a Allocation--85%+ Equity fund with $400.15 Million in assets. The fund allocates 74.39% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is IQ Candriam ESG US Equity ETF at 8.67 of total assets. This is followed by MainStay Winslow Large Cap Growth R6 ( 8.30) and MainStay WMC Growth R6 ( 8.25).
| Name | Weight | Owned | Change |
|---|---|---|---|
| IQ Candriam ESG US Equity ETF | 8.67 | 1,019,735 | -4,787 |
| MainStay Winslow Large Cap Growth R6 | 8.30 | 3,345,412 | 92,621 |
| MainStay WMC Growth R6 | 8.25 | 978,384 | 24,092 |
| MainStay Epoch US Equity Yield R6 | 8.14 | 1,728,767 | -23,676 |
| MainStay WMC Value R6 | 7.95 | 1,097,709 | -450 |
| IQ Chaikin US Large Cap ETF | 7.62 | 989,234 | 23,317 |
| MainStay WMC Enduring Capital R6 | 7.60 | 1,023,642 | 16,661 |
| MainStay WMC Small Companies I | 6.57 | 1,163,555 | 243 |
| IQ Chaikin US Small Cap ETF | 6.30 | 827,878 | 22,480 |
| MainStay Candriam Emerging Mkts Eq R6 | 4.99 | 2,016,580 | 37,065 |
| IQ 500 International ETF | 4.15 | 584,365 | 1,249 |
| IQ Candriam ESG International Equity ETF | 4.10 | 664,758 | -2,378 |
| MainStay Epoch International Choice I | 3.41 | 417,858 | 678 |
| MainStay WMC Intl Research Eq I | 3.36 | 2,069,069 | -4,942 |
| MainStay MacKay International Equity R6 | 3.29 | 844,951 | -15,866 |
| MainStay S&P 500 Index I | 2.43 | 193,478 | -80,855 |
| IQ 50 Percent Hedged FTSE Intl ETF | 2.12 | 391,430 | -3,997 |
| MainStay Epoch Capital Growth I | 0.35 | 135,150 | 164 |