Mainstay Balanced Fund Quote

MBERX Fund  USD 31.34  0.02  0.06%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Mainstay Balanced is trading at 31.34 as of the 26th of February 2025; that is 0.06% up since the beginning of the trading day. The fund's open price was 31.32. Mainstay Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of November 2024 and ending today, the 26th of February 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. Mainstay Balanced is traded on NASDAQ Exchange in the United States. More on Mainstay Balanced Fund

Moving together with Mainstay Mutual Fund

  0.77MLGRX Mainstay Large CapPairCorr
  0.78MLINX Mainstay Large CapPairCorr
  0.78MLRTX Mainstay Large CapPairCorr
  0.74MLRSX Mainstay Large CapPairCorr
  0.79MLRRX Mainstay Large CapPairCorr

Mainstay Mutual Fund Highlights

Fund ConcentrationMainStay 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 Date31st of December 2024
Mainstay Balanced Fund [MBERX] is traded in USA and was established 26th of February 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 2.86% with the current yeild of 0.02%, while the total return for the last 3 years was 4.72%.
Check Mainstay Balanced Probability Of Bankruptcy

Instrument Allocation

Top Mainstay Balanced Fund Mutual Fund Constituents

MDYSPDR SP MIDCAPEtfMid-Cap Blend
MPCMarathon Petroleum CorpStockEnergy
VOEVanguard Mid Cap ValueEtfMid-Cap Value
UNHUnitedHealth Group IncorporatedStockHealth Care
PFEPfizer IncStockHealth Care
JPMJPMorgan Chase CoStockFinancials
JCIJohnson Controls InternationalStockIndustrials
IWRiShares Russell Mid CapEtfMid-Cap Blend
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Mainstay Balanced Risk Profiles

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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