Mainstay Sp 500 Fund Quote

MSXAX Fund  USD 66.39  0.36  0.55%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Mainstay is trading at 66.39 as of the 23rd of November 2024; that is 0.55% up since the beginning of the trading day. The fund's open price was 66.03. Mainstay 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 Sp 500 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2023 and ending today, the 23rd of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its assets in stocks as represented in the Standard Poors 500 Index in the same proportion, to the extent feasible. It may invest up to 20 percent of its total assets in options and futures contracts to maintain cash reserves, while being fully invested, to facilitate trading or to reduce transaction costs.. More on Mainstay Sp 500

Moving together with Mainstay Mutual Fund

  0.74MKHCX Mainstay High YieldPairCorr
  0.99MLACX Mainstay Large CapPairCorr
  0.99MLABX Mainstay Large CapPairCorr
  0.94MLAAX Mainstay Large CapPairCorr

Moving against Mainstay Mutual Fund

  0.35MKTBX Mainstay Tax FreePairCorr

Mainstay Mutual Fund Highlights

Fund ConcentrationNew York Life Investment Management LLC Funds, Large Blend Funds, Large Blend, New York Life Investment Management LLC, Large Blend, Large Blend (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Mainstay Sp 500 [MSXAX] is traded in USA and was established 23rd of November 2024. Mainstay is listed under New York Life Investment Management LLC category by Fama And French industry classification. The fund is listed under Large Blend category and is part of New York Life Investment Management LLC family. This fund now has accumulated 1.22 B in assets with no minimum investment requirementsMainstay Sp 500 is currently producing year-to-date (YTD) return of 24.47% with the current yeild of 0.01%, while the total return for the last 3 years was 8.92%.
Check Mainstay 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 Sp 500 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 Sp 500 Mutual Fund Constituents

XOMExxon Mobil CorpStockEnergy
PGProcter GambleStockConsumer Staples
AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
More Details

Mainstay Sp 500 Risk Profiles

Mainstay Against Markets

Other Information on Investing in Mainstay Mutual Fund

Mainstay 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 security.
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