Mainstay Balanced Fund Quote

MBNBX Fund  USD 32.38  0.03  0.09%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Mainstay Balanced is trading at 32.38 as of the 29th of November 2024; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 32.35. 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 31st of August 2024 and ending today, the 29th of November 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. Mainstay Balanced is traded on NASDAQ Exchange in the United States. More on Mainstay Balanced Fund

Moving together with Mainstay Mutual Fund

  0.8FBONX American Funds AmericanPairCorr
  0.8FBAFX American Funds AmericanPairCorr
  0.8ABALX American BalancedPairCorr
  0.79BALCX American BalancedPairCorr
  0.8BALFX American BalancedPairCorr
  0.79RLBCX American BalancedPairCorr

Mainstay Mutual Fund Highlights

Fund ConcentrationAllocation--50% to 70% Equity, New York Life Investment Management LLC, Large Value, Allocation--50% to 70% Equity (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Mainstay Balanced Fund [MBNBX] is traded in USA and was established 29th of November 2024. The fund is listed under Allocation--50% to 70% Equity category and is part of New York Life Investment Management LLC family. This fund now has accumulated 467.08 M in assets with no minimum investment requirementsMainstay Balanced is currently producing year-to-date (YTD) return of 11.19% with the current yeild of 0.01%, while the total return for the last 3 years was 3.6%.
Check Mainstay Balanced Probability Of Bankruptcy

Instrument Allocation

Top Mainstay Balanced Fund Mutual Fund Constituents

MPCMarathon Petroleum CorpStockEnergy
AAgilent TechnologiesStockHealth Care
XELXcel EnergyStockUtilities
EDConsolidated EdisonStockUtilities
IWDiShares Russell 1000EtfLarge Value
VOEVanguard Mid Cap ValueEtfMid-Cap Value
UNHUnitedHealth Group IncorporatedStockHealth Care
PFEPfizer IncStockHealth Care
More Details

Mainstay Balanced Risk Profiles

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.
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