Mainstay Balanced Fund Quote
| MBERX Fund | USD 31.04 0.08 0.26% |
PerformanceModest
| Odds Of DistressLow
|
Mainstay Balanced is trading at 31.04 as of the 22nd of March 2025; that is 0.26% down since the beginning of the trading day. The fund's open price was 31.12. Mainstay Balanced has about a 20 % 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 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund invests approximately 60 percent of its assets in stocks and 40 percent of its assets in fixed-income securities and cash equivalents. Although this 6040 ratio may vary, the manager has adopted a fundamental policy that it will be a balanced fund. More on Mainstay Balanced Fund
MAINSTAY Mutual Fund Highlights
| Fund Concentration | MainStay Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, MainStay, Large Value, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
Mainstay Balanced Fund [MBERX] is traded in USA and was established 22nd of March 2025. Mainstay Balanced is listed under MainStay category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of MainStay family. This fund now has accumulated 463.03 M in assets with no minimum investment requirementsMainstay Balanced is currently producing year-to-date (YTD) return of 1.22% with the current yeild of 0.02%, while the total return for the last 3 years was 5.06%.
Check Mainstay Balanced 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 Balanced Fund 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 Balanced Fund Mutual Fund Constituents
| MDY | SPDR SP MIDCAP | Etf | Mid-Cap Blend | |
| MPC | Marathon Petroleum Corp | Stock | Energy | |
| VOE | Vanguard Mid Cap Value | Etf | Mid-Cap Value | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PFE | Pfizer Inc | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| JCI | Johnson Controls International | Stock | Industrials | |
| IWR | iShares Russell Mid Cap | Etf | Mid-Cap Blend |
Mainstay Balanced Risk Profiles
| Mean Deviation | 0.4184 | |||
| Semi Deviation | 0.5401 | |||
| Standard Deviation | 0.5378 | |||
| Variance | 0.2892 |
Mainstay Balanced Against Markets
Other Information on Investing in MAINSTAY Mutual Fund
Mainstay Balanced 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 Balanced security.
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