# MainStay Balanced Fund — new fund registration

MAINSTAY FUNDS TRUST registered 2 new fund series on Form 485APOS, filed 2012-01-24. Featured series: MainStay Balanced Fund.

## Registration

- Registrant / trust: MAINSTAY FUNDS TRUST
- CIK: 0001469192
- Form: 485APOS
- Filed: 2012-01-24
- State of incorporation: DE
- Accession: 0001144204-12-003678
- Reported net assets: $448.5M

## Series & classes (13)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [MainStay Balanced Fund](https://search.stillhousedata.com/fund/S000036714) | Class A | MBNAX | Yes |
| [MainStay Balanced Fund](https://search.stillhousedata.com/fund/S000036714) | Class B | — | Yes |
| [MainStay Balanced Fund](https://search.stillhousedata.com/fund/S000036714) | Class C | MBACX | Yes |
| [MainStay Balanced Fund](https://search.stillhousedata.com/fund/S000036714) | Class I | MBAIX | Yes |
| [MainStay Balanced Fund](https://search.stillhousedata.com/fund/S000036714) | Class R1 | — | Yes |
| [MainStay Balanced Fund](https://search.stillhousedata.com/fund/S000036714) | Class R2 | — | Yes |
| [MainStay Balanced Fund](https://search.stillhousedata.com/fund/S000036714) | Class R3 | — | Yes |
| [MainStay Balanced Fund](https://search.stillhousedata.com/fund/S000036714) | Investor Class | MBINX | Yes |
| [MainStay U.S. Small Cap Fund](https://search.stillhousedata.com/fund/S000036715) | Class B | — | Yes |
| [MainStay U.S. Small Cap Fund](https://search.stillhousedata.com/fund/S000036715) | Class C | MOPCX | Yes |
| [MainStay U.S. Small Cap Fund](https://search.stillhousedata.com/fund/S000036715) | Class I | MOPIX | Yes |
| [MainStay U.S. Small Cap Fund](https://search.stillhousedata.com/fund/S000036715) | Investor Class | MOINX | Yes |
| [MainStay U.S. Small Cap Fund](https://search.stillhousedata.com/fund/S000036715) | Class A | MOPAX | Yes |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.25%
- Gross expense ratio: 1.07%
- Management fee: 0.65%
- Net expense ratio: 1.05%
- Other expenses: 0.16%

## Investment objective

The Fund seeks total return.

## Advisers

- [New York Life Investment Management LLC (Advisor)](https://search.stillhousedata.com/firm/109591)
- [NYL Investors LLC (Subadvisor)](https://search.stillhousedata.com/firm/169553)
- [Wellington Management Company LLP (Subadvisor)](https://search.stillhousedata.com/firm/106595)

## Other filings by this registrant (15)

- [485APOS — 2024-03-13 (17 new series)](https://search.stillhousedata.com/launch/0001193125-24-066737)
- [485APOS — 2023-12-11](https://search.stillhousedata.com/launch/0001741773-23-004032)
- [485APOS — 2023-05-09 (19 new series)](https://search.stillhousedata.com/launch/0001741773-23-001570)
- [485APOS — 2023-03-13 (4 new series)](https://search.stillhousedata.com/launch/0001741773-23-000880)
- [485APOS — 2022-10-07](https://search.stillhousedata.com/launch/0001741773-22-003612)
- [485APOS — 2022-02-25](https://search.stillhousedata.com/launch/0001741773-22-000403)
- [485APOS — 2022-01-11](https://search.stillhousedata.com/launch/0001741773-22-000053)
- [485APOS — 2021-06-28 (7 new series)](https://search.stillhousedata.com/launch/0001741773-21-001832)
- [485APOS — 2021-01-25](https://search.stillhousedata.com/launch/0001741773-21-000030)
- [485APOS — 2020-07-31](https://search.stillhousedata.com/launch/0001104659-20-089036)
- [485APOS — 2020-06-26](https://search.stillhousedata.com/launch/0001104659-20-077503)
- [485APOS — 2020-04-06 (30 new series)](https://search.stillhousedata.com/launch/0001104659-20-043589)

## More

- [Registrant profile: MAINSTAY FUNDS TRUST](https://search.stillhousedata.com/registrant/1469192)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001144204-12-003678.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.