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| A Look at MainStay Funds Today |
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Whether investing for the first time, investing for a goal, or planning for retirement, MainStay Funds has been helping investors achieve their goals for more than 20 years. Over that time, we have sought to provide investment solutions that may allow you to maintain the course even during periods of market turbulence.
Today, MainStay remains a growing and vibrant organization—one that is keenly focused on meeting the ever-changing needs of our valued shareholders. We are part of New York Life Investment Management, a top 30 global money manager1 with over $245 billion2 in assets under management, and an indirect subsidiary of New York Life Insurance Company.
Regardless of market fluctuations, we are continuously guided by our key principles of delivering the investment products and expertise you’ve come to expect through multi-boutique management, proven wealth-building tools, and our commitment to you.
Multi-Boutique Management
We offer access to leading institutional managers that drive performance. Our multi-boutique approach simply focuses our investment talent on what we do best.
MainStay is built around boutique investment managers—each with its own individual investment process and culture. Collectively, these boutiques provide access to skilled managers across the asset classes, including domestic and international equities and fixed income. Additionally, they provide a broad range of investment styles, each focusing on their particular area of expertise. The end result—we offer a comprehensive array of investment choices, so you can build a truly diversified portfolio.
Proven Wealth-Building Tools
 We provide actionable and effective solutions to help invest and plan for all life stages. They are differentiating tools that can be implemented immediately.
At MainStay, we understand that it isn’t enough just to provide investment products. That is why we offer a library of proven wealth-building tools to better educate you about important financial issues, such as generating sufficient retirement income and legacy planning.
In addition, since accumulating wealth can be a daunting task, we have created a series of educational brochures that focus on the financial challenges and obstacles individuals need to consider during major life events, such as being named an executor or taking care of elderly parents.
For more information about our "Life Events" articles or other educational and organizational tools, talk to your financial advisor or visit our Investor Education Center.
Our Commitment to You
We proudly stand on a track record of accountability, integrity, and commitment—a unique combination in today’s marketplace.
Our unwavering commitment to you has deep roots, as we are part of New York Life Insurance Company—one of America’s oldest and most respected financial institutions. For over 160 years, investors have recognized and trusted the integrity of New York Life, a firm that boasts the highest ratings for financial stability in the industry.
In addition to our commitment to provide you with quality solution-based investment products, we strive to continually provide the highest quality financial services and online support through our award-winning web site. In fact, we have routinely been honored with third-party recognition for this commitment, including:
DALBAR Mutual Fund Service Award—MainStay Fund’s shareholder services provider, NYLIM Service Company LLC, was presented with the 2007 DALBAR Mutual Fund Service Award, marking the seventh consecutive year we have received this honor. This award symbolizes achievement of the highest tier of service to shareholders within the mutual fund industry.
DALBAR Mutual Fund Leaders in Web Support to Consumers—In its fourth quarter 2007 report, DALBAR named mainstayfunds.com among its “Top 40 Mutual Fund Consumer Web Sites.” MainStay’s investor site has been named a top web site in each quarterly report since the third quarter of 2002.
For more information about how MainStay Investments can help support your long-term investment strategy, speak with your financial advisor or call us at 800-MAINSTAY (624-6782).
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