MAINSTAY Fund Family
| Fund | Settlement Date | Minimum Investment Amounts | |||
|---|---|---|---|---|---|
| Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent | ||
| NEW YORK LIFE INVTS FDS TR EPOCH GBL EQT (EPSPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY WMC GROWTH I (KLGIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY WMC GROWTH INV (KLGNX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY MACKAY CONVERTIBLE INV CL (MCINX) View Prospectus |
1 | $100.00 | $0.00 | $100.00 | $0.00 |
| MAINSTAY CONSRV ALLOC I (MCKIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS CONV FD CL I (MCNVX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY MACKAY CA TAX FREE OPPTY FD CL (MCOIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY WMC ENDURING CAPITAL INV (MCSSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY CANDRIAM EMERGING MKTS EQ A (MCYAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY CANDRIAM EMERGING MKTS EQ I (MCYIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY MACKAY SHORT DUR HIGH YLD CL A (MDHAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY EPOCH CAP GWTH A (MECDX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS EPOCH CP GWT I (MECFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS TR GROWTH ALCTN (MGDAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY GROWTH ALLOCATION FD CL I (MGDIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS TR GROWTH ALCTN (MGDNX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY CANDRIAM EMERGING MARKETS DEBT (MGHIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS MACKY US INFRA I (MGOIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY MACKAY US INFRASTRUCTURE BD INV (MGVNX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY EQUITY ALLOCATION FD CL A (MGXAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY EQUITY ALLOCATION I (MGXIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY EQUITY ALLOCATION FD INV (MGXNX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY MACKAY HIGH YIELD CORP BD R2 (MHYRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS LRGE CAP GRW A (MLAAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY WINSLOW LARGE CAP GROWTH FD CL (MLGRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY WINSLOW LARGE CAP GROWTH FD INV (MLINX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS LRG CAP GRW R2 (MLRTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS MONEY MKT A (MMAXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS TR HI YLD MUNI A (MMHAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS TR HIGH YL MUN R (MMHEX) View Prospectus |
1 | $100,000.00 | $0.00 | $100,000.00 | $0.00 |
| MAINSTAY MOD ALLOCATION A (MMRAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY MOD ALLOC I (MMRIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY MACKAY NY TAX FREE OPPTY FD CL (MNOAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY MACKAY NY TAX FREE OPPTY INST (MNOIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY MACKAY CA TAX FREE OPPTY FD CL (MSCAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS WMC ENDRNG CAP I (MSOIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS TR MACKAY SH MUN (MSTAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY MACKAY STRATEGIC BOND FD INV (MSYDX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS TAX FREE BD I (MTBIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY MACKAY INTER TAX FREE BD A (MTFDX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS TR MACKAY STRG I (MTFGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS TR FLTG RAT FD C (MXFIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY WMC INTERNATIONAL RESEARCH EQUI (MYINX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MAINSTAY MACKAY SP 500 INDEX FD INV (MYSPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| NEW YORK LIFE INVTS FDS TR CBRE GB INFR (VCRIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.