Mainstay Large Cap Manager Performance
| MLABXDelisted Fund | USD 4.54 0.00 0.00% |
The fund secures a Beta (Market Risk) of 0.36, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mainstay Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mainstay Large is expected to be smaller as well.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Mainstay Large Cap are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, Mainstay Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of February 2023 |
Mainstay |
Mainstay Large Relative Risk vs. Return Landscape
If you would invest 442.00 in Mainstay Large Cap on December 23, 2024 and sell it today you would earn a total of 12.00 from holding Mainstay Large Cap or generate 2.71% return on investment over 90 days. Mainstay Large Cap is currently producing 0.0728% returns and takes up 1.0882% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Mainstay, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mainstay Large Current Valuation
Overvalued
Today
Please note that Mainstay Large's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Mainstay Large Cap secures a last-minute Real Value of $4.4 per share. The latest price of the fund is $4.54. We determine the value of Mainstay Large Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Mainstay Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mainstay Mutual Fund. However, Mainstay Large's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 4.54 | Real 4.4 | Hype 4.54 | Naive 4.85 |
The intrinsic value of Mainstay Large's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Mainstay Large's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Mainstay Large Cap helps investors to forecast how Mainstay mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Mainstay Large more accurately as focusing exclusively on Mainstay Large's fundamentals will not take into account other important factors: Mainstay Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mainstay Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Mainstay Large Cap, and traders can use it to determine the average amount a Mainstay Large's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0669
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| Cash | MLABX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.09 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Mainstay Large is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Mainstay Large by adding it to a well-diversified portfolio.
Mainstay Large Fundamentals Growth
Mainstay Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mainstay Large, and Mainstay Large fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Mainstay Mutual Fund performance.
| Price To Earning | 27.32 X | |||
| Price To Book | 4.53 X | |||
| Price To Sales | 2.74 X | |||
| Total Asset | 7.76 M | |||
About Mainstay Large Performance
Evaluating Mainstay Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mainstay Large has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Mainstay Large has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its assets in large capitalization companies, which are companies having a market capitalization in excess of 4 billion at the time of purchase. Mainstay Large is traded on NASDAQ Exchange in the United States.Things to note about Mainstay Large Cap performance evaluation
Checking the ongoing alerts about Mainstay Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mainstay Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Mainstay Large Cap is not yet fully synchronised with the market data | |
| Mainstay Large Cap has a very high chance of going through financial distress in the upcoming years | |
| Latest headline from news.google.com: BlackRock Enhances Sustainability Characteristics of 92 Billion of Funds Ahead of ESMA ESG Fund Naming Rules - ESG Today | |
| The fund maintains 99.66% of its assets in stocks |
- Analyzing Mainstay Large's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Mainstay Large's stock is overvalued or undervalued compared to its peers.
- Examining Mainstay Large's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Mainstay Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mainstay Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mainstay Large's mutual fund. These opinions can provide insight into Mainstay Large's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Other Consideration for investing in Mainstay Mutual Fund
If you are still planning to invest in Mainstay Large Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Mainstay Large's history and understand the potential risks before investing.
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