Mainstay Mon Stock Fund Quote
| MSOAX Fund | USD 40.22 0.33 0.81% |
Performance3 of 100
| Odds Of DistressLess than 23
|
Mainstay Mon is trading at 40.22 as of the 13th of December 2024; that is 0.81% down since the beginning of the trading day. The fund's open price was 40.55. Mainstay Mon 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 24th of December 2022 and ending today, the 13th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks. It invests in common stocks of U.S. companies with market capitalizations that, at the time of investment, are similar to the market capitalizations of companies whose stocks are included in the SP 500 Index or the Russell 3000 Index. More on Mainstay Mon Stock
Moving together with Mainstay Mutual Fund
Moving against Mainstay Mutual Fund
Mainstay Mutual Fund Highlights
| Fund Concentration | New York Life Investment Management LLC Funds, Large Blend Funds, Large Blend, New York Life Investment Management LLC (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Mainstay Mon Stock [MSOAX] is traded in USA and was established 13th of December 2024. Mainstay Mon is listed under New York Life Investment Management LLC category by Fama And French industry classification. The fund is listed under Large Blend category and is part of New York Life Investment Management LLC family. This fund now has accumulated 617.15 M in assets with no minimum investment requirementsMainstay Mon Stock is currently producing year-to-date (YTD) return of 18.77% with the current yeild of 0.01%, while the total return for the last 3 years was 7.65%.
Check Mainstay Mon 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 Mon Stock 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 Mon Stock Mutual Fund Constituents
| SHW | Sherwin Williams Co | Stock | Materials | |
| NVR | NVR Inc | Stock | Consumer Discretionary | |
| INTC | Intel | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| PGR | Progressive Corp | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| BA | The Boeing | Stock | Industrials | |
| IEX | IDEX Corporation | Stock | Industrials |
Mainstay Mon Stock Risk Profiles
| Mean Deviation | 0.6157 | |||
| Semi Deviation | 0.5698 | |||
| Standard Deviation | 0.7854 | |||
| Variance | 0.6169 |
Mainstay Mon Against Markets
Other Information on Investing in Mainstay Mutual Fund
Mainstay Mon 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 Mon security.
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