AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • August 23rd, 2023 • Mainstay Funds Trust • New York
This Agreement and Plan of Reorganization (“Agreement”) is made as of July 21, 2023 by and between Fiera Capital Series Trust, a Delaware statutory trust (“FCST”), on behalf of its series, the Fiera Capital Small/Mid-Cap Growth Fund (the “Acquired Fund”), and MainStay Funds Trust, a Delaware statutory trust (“MainStay Funds”), on behalf of its series, the MainStay Fiera SMID Growth Fund (the “Acquiring Fund” and, together with the Acquired Fund, the “Funds”). New York Life Investment Management LLC, a limited liability company organized under the laws of the State of Delaware (“New York Life Investments”), joins this Agreement solely for purposes of paragraphs 4.4, 5.11, and 8.2; Fiera Capital Inc., a Delaware corporation (“Fiera Capital”), joins this Agreement solely for purposes of paragraphs 3.2, 4.3, and 8.2.
