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MCTRX MainStay Income Builder C

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Fund MCTRX MainStay Income Builder C FMQSX Franklin Mutual Quest R  
100% 85%
Annual Fees
(1.93% Exp. Ratio)
(1.32% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$19,445.97 $23,421.71
Est. savings over 30 yrs +$3,975.74
As of 12/31/16
1 YR RETURN 8.19%
3 YR 3.28%
5 YR 7.90%
10 YR 4.66%
1 YR RETURN 15.69%
3 YR 3.82%
5 YR 9.45%
10 YR 5.00%
The investment seeks current income consistent with reasonable opportunity for future growth of capital and income. The fund normally invests a minimum of 30% of its net assets in equity securities and a minimum of 30% of its net assets in debt securities. From time to time, it may temporarily invest slightly less than 30% of its net assets in equity or debt securities as a result of market conditions, individual securities transactions or cash flow considerations. The fund may invest in investment grade and below investment grade debt securities of varying maturities.
The investment seeks capital appreciation; income is a secondary consideration. The fund invests primarily in equity securities (including securities convertible into, or that the investment manager expects to be exchanged for, common or preferred stock) of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). The advisor expects to invest substantially and potentially up to 100% of its assets in foreign securities.

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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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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