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MYTBX MainStay Tax Advantaged Shrt Term Bd Inv

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Fund MYTBX MainStay Tax Advantaged Shrt Term Bd Inv
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Annual Fees
(1.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 0.06%
3 YR 0.15%
5 YR 0.18%
10 YR 1.71%
The investment seeks after tax total return. The fund normally invests at least 80% of its net assets in an actively managed, diversified portfolio of tax-exempt and taxable debt securities, including securities with special features which have price volatility characteristics similar to debt securities. Normally it will invest at least 50% of its total assets in tax-exempt municipal securities. The fund invests in investment grade securities. It will have a dollar-weighted average maturity of three years or less. The Subadvisor may invest in mortgage dollar rolls and to-be-announced ("TBA") securities transactions.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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