Mainstay Balanced Financial Statements From 2010 to 2024

MBAIX Fund  USD 32.62  0.14  0.43%   
Mainstay Balanced financial statements provide useful quarterly and yearly information to potential Mainstay Balanced Fund investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Mainstay Balanced financial statements helps investors assess Mainstay Balanced's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Mainstay Balanced's valuation are summarized below:
Mainstay Balanced Fund does not presently have any fundamental ratios for analysis.
Check Mainstay Balanced financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Mainstay Balanced's main balance sheet or income statement drivers, such as , as well as many indicators such as . Mainstay financial statements analysis is a perfect complement when working with Mainstay Balanced Valuation or Volatility modules.
  
This module can also supplement various Mainstay Balanced Technical models . Check out the analysis of Mainstay Balanced Correlation against competitors.

Mainstay Balanced Fund Mutual Fund Price To Book Analysis

Mainstay Balanced's Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.

P/B

 = 

MV Per Share

BV Per Share

More About Price To Book | All Equity Analysis

Current Mainstay Balanced Price To Book

    
  1.64 X  
Most of Mainstay Balanced's fundamental indicators, such as Price To Book, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mainstay Balanced Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Competition

Based on the latest financial disclosure, Mainstay Balanced Fund has a Price To Book of 1.64 times. This is much higher than that of the New York Life Investment Management LLC family and significantly higher than that of the Allocation--50% to 70% Equity category. The price to book for all United States funds is notably lower than that of the firm.

Mainstay Balanced Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Mainstay Balanced's current stock value. Our valuation model uses many indicators to compare Mainstay Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mainstay Balanced competition to find correlations between indicators driving Mainstay Balanced's intrinsic value. More Info.
Mainstay Balanced Fund is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about  0.10  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Mainstay Balanced Fund is roughly  10.36 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mainstay Balanced's earnings, one of the primary drivers of an investment's value.

About Mainstay Balanced Financial Statements

Mainstay Balanced investors use historical fundamental indicators, such as Mainstay Balanced's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Mainstay Balanced. Please read more on our technical analysis and fundamental analysis pages.
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. The fund may invest up to 20 percent of its net assets in foreign securities, but only in such securities that the Subadvisor for the fixed-income portion of the fund, and the Subadvisor for the equity portion of the fund, in accordance with each Subadvisors investment process.

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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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