MainStay Funds are offered in various share classes, including Class A, INV, B, C, I, and R. These classes differ only in their sales, service, and/or distribution expenses, and other specific expenses the Board of Trustees may approve. Not all share classes are available on all funds.

For more information, visit our Products & Performance page.

To open up an account for Class A shares requires a $25,000 minimum investment and no minimums for subsequent investments. For Class INV, B, and C shares, the minimum investment is $1,000 and subsequent investments are $50. If investing through AutoInvest, a monthly systematic plan, the minimum initial investment is $500 and $50 for subsequent investments OR no initial investment and $100 for subsequent investments with the exception of the MainStay Money Market Fund which requires an initial investment of $1,000. To open an account for Class I shares, the minimum investment for individual investors is $5 million for initial purchases with no subsequent purchase requirements and there are no minimum initial or subsequent purchase requirements for institutional investors. There are no minimum purchase or subsequent purchase requirements for R Shares.

• Log in to your account to obtain balance information, purchase additional shares and exchange shares, order duplicate statements, and view transactions, 24 hours a day.
• You can also call 800-MAINSTAY (624-6782) and get automated account information, speak to a customer service representative, and obtain fund performance data.
• Go to our Products & Performance section and Fund Pricing & Performance page for the latest Fund data.
• Speak with your registered investment professional.

• Visit our Forms & Literature section to download PDFs of fund materials, including fact sheets and prospectuses.
• Contact Us by e-mail or, if you prefer, call our toll-free number 800-MAINSTAY (624-6782) or send regular mail.

Simply call our toll-free number, 800-MAINSTAY (624-6782), option 3, from 8:00 a.m. – 6:00 p.m. Eastern Time.