Mainstay Balanced Fund Quote
| MBINX Fund | USD 32.65 0.14 0.43% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Mainstay Balanced is trading at 32.65 as of the 3rd of December 2024; that is 0.43 percent down since the beginning of the trading day. The fund's open price was 32.79. Mainstay Balanced has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Mainstay Balanced Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2024 and ending today, the 3rd of December 2024. 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
Moving together with Mainstay Mutual Fund
Mainstay Mutual Fund Highlights
| Fund Concentration | MainStay Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, MainStay (View all Sectors) |
| Update Date | 31st of December 2024 |
Mainstay Balanced Fund [MBINX] is traded in USA and was established 3rd of December 2024. 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 675.7 M in assets with no minimum investment requirementsMainstay Balanced is currently producing year-to-date (YTD) return of 11.79% with the current yeild of 0.02%, while the total return for the last 3 years was 5.02%.
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
| MPC | Marathon Petroleum Corp | Stock | Energy | |
| XEL | Xcel Energy | Stock | Utilities | |
| MDY | SPDR SP MIDCAP | Etf | Mid-Cap Blend | |
| IWD | iShares Russell 1000 | Etf | Large Value | |
| 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 |
Mainstay Balanced Risk Profiles
| Mean Deviation | 0.3242 | |||
| Semi Deviation | 0.2458 | |||
| Standard Deviation | 0.427 | |||
| Variance | 0.1823 |
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.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |