Mainstay Nerstone Growth Fund Quote

KLGCX Fund  USD 41.78  0.60  1.42%   

Performance

1 of 100

 
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Odds Of Distress

Less than 23

 
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Mainstay Nerstone is trading at 41.78 as of the 30th of December 2024; that is 1.42 percent decrease since the beginning of the trading day. The fund's open price was 42.38. Mainstay Nerstone has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 30th of November 2024 and ending today, the 30th of December 2024. Click here to learn more.
The fund invests primarily in stocks of large-capitalization U.S. companies considered to have above-average earnings growth potential and reasonable stock prices in comparison with expected earnings. Under normal circumstances, at least 80 percent of its assets will be invested in securities issued by U.S. More on Mainstay Nerstone Growth

Mainstay Mutual Fund Highlights

Fund ConcentrationNew York Life Investment Management LLC Funds, Large Growth Funds, Large Growth, New York Life Investment Management LLC (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Mainstay Nerstone Growth [KLGCX] is traded in USA and was established 30th of December 2024. Mainstay Nerstone is listed under New York Life Investment Management LLC category by Fama And French industry classification. The fund is listed under Large Growth category and is part of New York Life Investment Management LLC family. This fund now has accumulated 808.7 M in assets with no minimum investment requirementsMainstay Nerstone Growth is currently producing year-to-date (YTD) return of 26.96%, while the total return for the last 3 years was 3.89%.
Check Mainstay Nerstone Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mainstay Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mainstay Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mainstay Nerstone Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Mainstay Nerstone Growth Mutual Fund Constituents

TGTTargetStockConsumer Staples
QCOMQualcomm IncorporatedStockInformation Technology
BIDUBaidu IncStockCommunication Services
GILDGilead SciencesStockHealth Care
HDHome DepotStockConsumer Discretionary
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
TSLATesla IncStockConsumer Discretionary
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Mainstay Nerstone Growth Risk Profiles

Mainstay Nerstone Against Markets

Other Information on Investing in Mainstay Mutual Fund

Mainstay Nerstone financial ratios help investors to determine whether Mainstay Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mainstay with respect to the benefits of owning Mainstay Nerstone security.
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