Mainstay Wmc Value Fund Quote

MMPDX Fund  USD 35.38  0.25  0.71%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Mainstay Wmc is trading at 35.38 as of the 25th of November 2024; that is 0.71% up since the beginning of the trading day. The fund's open price was 35.13. Mainstay Wmc has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Mainstay Wmc Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests in equity securities issued by companies of any size or market capitalization range. While it does not limit its investments to issuers within a particular capitalization range, it generally invests in large capitalization companies. The fund may invest in securities of foreign issuers, including securities of emerging market country issuers.. More on Mainstay Wmc Value

Moving together with Mainstay Mutual Fund

  0.77MKHCX Mainstay High YieldPairCorr
  0.94MLACX Mainstay Large CapPairCorr
  0.94MLABX Mainstay Large CapPairCorr
  0.94MLAAX Mainstay Large CapPairCorr

Moving against Mainstay Mutual Fund

  0.32MKTBX Mainstay Tax FreePairCorr

Mainstay Mutual Fund Highlights

Fund ConcentrationNew York Life Investment Management LLC Funds, Large Value Funds, Large Value, New York Life Investment Management LLC (View all Sectors)
Update Date30th of September 2024
Mainstay Wmc Value [MMPDX] is traded in USA and was established 25th of November 2024. Mainstay Wmc is listed under New York Life Investment Management LLC category by Fama And French industry classification. The fund is listed under Large Value category and is part of New York Life Investment Management LLC family. Mainstay Wmc Value now has accumulated 960.97 M in assets with no minimum investment requirements with the current yeild of 0.01%.
Check Mainstay Wmc 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 Wmc Value 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 Wmc Value Mutual Fund Constituents

JPMJPMorgan Chase CoStockFinancials
UNPUnion PacificStockIndustrials
UNHUnitedHealth Group IncorporatedStockHealth Care
RTXRaytheon Technologies CorpStockIndustrials
PYPLPayPal HoldingsStockFinancials
PFEPfizer IncStockHealth Care
MSFTMicrosoftStockInformation Technology
MSMorgan StanleyStockFinancials
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Mainstay Wmc Top Holders

MMRBXMainstay Moderate AllocationMutual FundAllocation--50% to 70% Equity
MGDBXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
MCKCXMainstay Servative AllocationMutual FundAllocation--30% to 50% Equity
MGXRXMainstay Growth AllocationMutual FundAllocation--85%+ Equity
MGDAXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
MGXCXMainstay Growth AllocationMutual FundAllocation--85%+ Equity
MMRCXMainstay Moderate AllocationMutual FundAllocation--50% to 70% Equity
MCKNXMainstay Servative AllocationMutual FundAllocation--30% to 50% Equity
More Details

Mainstay Wmc Value Risk Profiles

Mainstay Wmc Against Markets

Other Information on Investing in Mainstay Mutual Fund

Mainstay Wmc 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 Wmc security.
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