Understanding Statements

Account statements may not be fancy or flashy, but they are one of the most important communications sent out by mutual fund companies. That's why it's essential to understand what your statement is telling you about your fund accounts.

Check out the illustrations below to get the big picture on your MainStay Investments year-to-date investor statements, which are mailed quarterly.

First Page

This first statement page contains a quick account summary: total portfolio value and a breakdown of the value in each separate account. Details about our 24-hour self-service line appear at the bottom of this page. You can find the following on the first page:



Investment Account Details

The remaining page(s) of the statement show the earnings and activity details for each investment account in the portfolio. Specifically, you can see:



Retirement Account Details

The remaining page(s) of the statement show the earnings and activity details for each retirement account in the portfolio. Specifically, you can see:



If you need help with more specific questions about statements, please call us at 800-MAINSTAY (624-6782).