Mainstay Balanced Financial Statements From 2010 to 2024
| MBERX Fund | USD 33.08 0.06 0.18% |
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.
Mainstay |
Mainstay Balanced Fund Mutual Fund Year To Date Return Analysis
Mainstay Balanced's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Mainstay Balanced Year To Date Return | 11.84 % |
Most of Mainstay Balanced's fundamental indicators, such as Year To Date Return, 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.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Mainstay Balanced Fund has a Year To Date Return of 11.8364%. This is much higher than that of the MainStay family and significantly higher than that of the Allocation--50% to 70% Equity category. The year to date return 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 annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 497.33 of Year To Date Return per Annual Yield. 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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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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