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Home >  Literature Center >  View All Items View All Items This section displays all available materials in alphabetical order. Just click on the View icon next to the item you wish to download. For optimal viewing, we recommend the latest version of Adobe® Acrobat.® Return to Literature Center MainStay Funds Item View Annual and Semiannual Reports Annual Report: MainStay 130/30 Funds 10/31/07 Includes current supplement. Annual Report: MainStay All Cap Growth Fund 10/31/07 Annual Report: MainStay Asset Allocation Funds 10/31/07 Annual Report: MainStay Balanced Fund 10/31/07 Annual Report: MainStay Capital Appreciation Fund 10/31/07 Annual Report: MainStay Cash Reserves Fund 10/31/07 Includes current supplement. Annual Report: MainStay Common Stock Fund 10/31/07 Annual Report: MainStay Convertible Fund 10/31/07 Annual Report: MainStay Diversified Income Fund 10/31/07 Annual Report: MainStay Equity Index Fund 10/31/07 Annual Report: MainStay Floating Rate Fund 10/31/07 Annual Report: MainStay Global High Income Fund 10/31/07 Annual Report: MainStay Government Fund 10/31/07 Annual Report: MainStay High Yield Corporate Bond Fund 10/31/07 Annual Report: MainStay ICAP Funds 12/31/07 Annual Report: MainStay Income Manager Fund 10/31/07 Annual Report: MainStay Indexed Bond Fund 10/31/07 Annual Report: MainStay Intermediate Term Bond Fund 10/31/07 Annual Report: MainStay International Equity Fund 10/31/07 Annual Report: MainStay Large Cap Growth Fund 10/31/07 Annual Report: MainStay MAP Fund 10/31/07 Annual Report: MainStay Mid Cap Growth Fund 10/31/07 Annual Report: MainStay Mid Cap Opportunity Fund 10/31/07 Annual Report: MainStay Mid Cap Value Fund 10/31/07 Annual Report: MainStay Money Market Fund 10/31/07 Includes supplement dated 4/4/08. Annual Report: MainStay Retirement Funds 10/31/07 Includes current supplement. Annual Report: MainStay S&P 500 Index Fund 10/31/07 Annual Report: MainStay Short Term Bond Fund 10/31/07 Annual Report: MainStay Small Cap Growth Fund 10/31/07 Annual Report: MainStay Small Cap Opportunity Fund 10/31/07 Annual Report: MainStay Small Cap Value Fund 10/31/07 Annual Report: MainStay Tax Free Bond Fund 10/31/07 Annual Report: MainStay Total Return Fund 10/31/07 Annual Report: MainStay Value Fund 10/31/07 Semiannual Report: MainStay 130/30 Funds 04/30/08 Includes current supplement. Semiannual Report: MainStay All Cap Growth Fund 04/30/08 Semiannual Report: MainStay Asset Allocation Funds 04/30/08 Semiannual Report: MainStay Balanced Fund 04/30/08 Semiannual Report: MainStay Capital Appreciation Fund 04/30/08 Semiannual Report: MainStay Cash Reserves Fund 04/30/08 Semiannual Report: MainStay Common Stock Fund 04/30/08 Semiannual Report: MainStay Convertible Fund 04/30/08 Semiannual Report: MainStay Diversified Income Fund 04/30/08 Semiannual Report: MainStay Equity Index Fund 04/30/08 Semiannual Report: MainStay Floating Rate Fund 04/30/08 Semiannual Report: MainStay Global High Income Fund 04/30/08 Semiannual Report: MainStay Government Fund 04/30/08 Semiannual Report: MainStay High Yield Corporate Bond Fund 04/30/08 Semiannual Report: MainStay ICAP Funds 06/30/07 Semiannual Report: MainStay Income Manager Fund 04/30/08 Semiannual Report: MainStay Indexed Bond Fund 04/30/08 Semiannual Report: MainStay Institutional Bond Fund 04/30/08 Semiannual Report: MainStay Intermediate Term Bond Fund 04/30/08 Semiannual Report: MainStay International Equity Fund 04/30/08 Semiannual Report: MainStay Large Cap Growth Fund 04/30/08 Semiannual Report: MainStay MAP Fund 04/30/08 Semiannual Report: MainStay Mid Cap Growth Fund 04/30/08 Semiannual Report: MainStay Mid Cap Opportunity Fund 04/30/08 Semiannual Report: MainStay Mid Cap Value Fund 04/30/08 Semiannual Report: MainStay Money Market Fund 04/30/08 Includes supplement dated 4/4/08 Semiannual Report: MainStay Principal Preservation Fund 04/30/08 Semiannual Report: MainStay Retirement Funds 04/30/08 Includes current supplement. Semiannual Report: MainStay S&P 500 Index Fund 04/30/08 As of April 30, 2007 Semiannual Report: MainStay Short Term Bond Fund 04/30/08 Semiannual Report: MainStay Small Cap Growth Fund 04/30/08 Semiannual Report: MainStay Small Cap Opportunity Fund 04/30/08 Semiannual Report: MainStay Small Cap Value Fund 04/30/08 Semiannual Report: MainStay Tax Free Bond Fund 04/30/08 Semiannual Report: MainStay Total Return Fund 04/30/08 Semiannual Report: MainStay Value Fund 04/30/08 Applications and Forms Application: Class I Shares (effective 07/15/08) Form: Account Service Establish or change account options. (effective 02/08) Form: Additional Investment Make additional investments into an existing account. (effective 05/08) Form: Address Change Update your address of record. (effective 06/08) Form: Automatic Investment Establish, change and/or suspend the Automatic Investment or Purchase Upon Request option. (effective 06/08) Form: Beneficiary Change Add or change beneficiaries on an IRA or 403(b)(7) account. (effective 07/08) Form: Certificate of Incumbency Add Trustees to the registration on Non-Incorporated Entities. (effective 06/08) Form: Change of Broker Dealer Change the Broker Dealer of record. (effective 06/08) Form: Change of Ownership Change the ownership of your account to a new account registration. (effective 07/08) Form: Change of Registered Representative Change the NYLIFE Registered Representative on your MainStay account. (effective 04/08) Form: Contribution List Request Establish a contribution list for a group investment program. (effective 08/07) Form: Coverdell Education Savings Account Distribution Request a distribution from an existing Coverdell Education Savings Account. ( effective 10/07) Form: Coverdell Education Savings Account Transfer Request a transfer from another institution to MainStay. (effective 05/08) Form: Dividends and Capital Gains Option Update the dividends and/or capital gains option. (effective 02/08) Form: Government Allotment Instructions for Shareholder Servicing Agent Provide authorization to direct a portion of a government employee's payroll into a MainStay Fund. (effective 07/08) Form: IRA/SEP/Roth IRA Distribution Request a systematic or one-time distribution from an existing Traditional, SEP or Roth IRA. (effective 02/08) Form: IRS Form W-4P: Withholding Certificate for Pension or Annuity Payments Indicate withholding on periodic payments from an IRA or 403(b)(7) account. (effective 03/08) Form: IRS Form W8-BEN: For non-resident aliens to report proper share of U.S. taxes paid on U.S. investments. (effective 02/06) Form: IRS W-9: Request for Taxpayer Identification Number and Certification Vertify your correct Taxpayer Identification Number. (effective 03/08) Form: Money Market Checkwriting Service Establish checkwriting on your existing or converted MainStay Money Market Fund. (effective 02/08) Form: NYLIM 403(b)(7) Distribution Clients should use this form to take a distribution from a NYLIM 403(b)(7). Form: Name Change Change the name on your account. (effective 06/08) Form: Power of Attorney Registration Authorization and Indemnification Add a Power of Attorney to your account. (effective 07/08) Form: Redemption / Systematic Withdrawal Add or change a systematic withdrawal plan, or request a one-time redemption. (effective 02/08) Form: Retirement Plan Termination Application for Contingent Deferred Sales Charge (CDSC) Waiver Required for Retirement Plans requesting a full liquidation of B-share accounts. (effective 06/08) Form: Systematic Withdrawal Plan to Pay Monthly New York Life Insurance Premiums Pay New York Life insurance premiums, NYLIAC premiums, OPP-RIDER premiums, Long-Term Care premiums, and VUL premiums from your MainStay account. (effective 07/08) Form: Systematic and One-Time Exchange Add or change a systematic exchange program, or request a one-time exchange. (effective 02/08) Form: Traditional IRA, SEP IRA, Roth IRA Direct Rollover/Transfer Use for additional transfers/rollovers into your IRA, SEP IRA, or Roth IRA. (effective 05/08) Form: Transfer On Death Establish, replace, or add beneficiaries on an individual or joint tenant accout. (effective 07/08) Form: Transfer/Registration Change Profile Transfer your account to a new account registration. (effective 05/08) Form: Trustee Certification of Investment Powers-457 Deferred Compensation Trusts Designate the trustee or trustees of a 457 Deferred Compensation Trust to transact business on behalf of the Trust Committee. (effective 07/08) Form: Trustee Certification of Investments Powers Individual/Institutional Trusts Designate the trustee or trustees to an Individual or Institutional Trust so they can transact business on behalf of the Trust Committee. (effective 07/08) Brochures Brochure: Fund Figures 06/30/08 Lists performance of all MainStay Funds. Includes a sampling of Fund fact sheets. Brochure: MainStay Asset Allocation Funds Brochure: MainStay Funds Lists available MainStay Funds and services. Includes an overview of the power of investing in mutual funds. Brochure: MainStay Funds Income Tax Information Notice (Calendar Year 2007) Brochure: MainStay Large Cap Growth Fund Brochure: Mutual Fund Investing Commentary Economic and Market Review: 2Q08 Overview of the economy, equity, and fixed-income markets. Economic and Market Review: NYLIM 2Q08 Overview of the economy, equity, and fixed-income markets. Quarterly Commentary: MainStay Asset Allocation Funds 6/30/08 A quarterly commentary update on MainStay Asset Allocation Funds. Quarterly Update: MainStay Funds Q2'08 A quarterly commentary on eight MainStay Funds. Education and Information Flyers Flyer: A Little Goes a Long Way How a modest increase in return affects the dollar value of an investment. Flyer: An Education in Correlation Flyer: Doing the Math Consistent return and preservation of capital can be critical. Flyer: MainStay/NYLIM Flyer Flyer: Taking Turns At the Top How Equity Investments Peformed Over Time How different asset classes have performed annually and cumulatively. Flyer: Taking Turns at the Top Fixed Income and U.S. Sectors How equity asset classes and key economic sectors have performed over the long term. Flyer: Taking Turns at the Top Key Asset Classes How equity and fixed income asset classes have performed over the long term. Flyer: The Penalty for Missing the Market Flyer: The Power of Asset Allocation Flyer: The Power of Rebalancing Flyer: The Power of a Diversified Portfolio Fact Sheets Brochure: Fund Figures 06/30/08 Lists performance of all MainStay Funds. Includes a sampling of Fund fact sheets. Fact Sheet: MainStay 130/30 Core Fund 06/30/08 Fact Sheet: MainStay 130/30 Growth Fund 06/30/08 Fact Sheet: MainStay 130/30 International Fund 06/30/08 Fact Sheet: MainStay All Cap Growth Fund 06/30/08 Fact Sheet: MainStay Balanced Fund 06/30/08 Fact Sheet: MainStay Capital Appreciation Fund 06/30/08 Fact Sheet: MainStay Cash Reserves Fund 03/31/08 Fact Sheet: MainStay Common Stock Fund 06/30/08 Fact Sheet: MainStay Conservative Allocation Fund 06/30/08 Fact Sheet: MainStay Convertible Fund 06/30/08 Fact Sheet: MainStay Diversified Income Fund 06/30/08