Mainstay Floating Rate Fund Quote

MXFEX Fund  USD 8.90  0.01  0.11%   

Performance

19 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 16

 
High
 
Low
Low
Mainstay Floating is trading at 8.90 as of the 24th of November 2024; that is 0.11% up since the beginning of the trading day. The fund's open price was 8.89. Mainstay Floating has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Mainstay Floating Rate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its assets in a portfolio of floating rate loans and other floating rate debt securities. When the funds Subadvisor believes that market or economic conditions are unfavorable to investors, up to 100 percent of the funds assets may be invested in money market or short-term debt securities. More on Mainstay Floating Rate

Moving together with Mainstay Mutual Fund

  0.8MLGRX Mainstay Large CapPairCorr
  0.8MLINX Mainstay Large CapPairCorr
  0.8MLRTX Mainstay Large CapPairCorr
  0.81MLRSX Mainstay Large CapPairCorr
  0.81MLRRX Mainstay Large CapPairCorr

Moving against Mainstay Mutual Fund

  0.89ICELX Mainstay Epoch InterPairCorr
  0.66MSYDX Mainstay UnconstrainedPairCorr
  0.63MSYEX Mainstay Mackay UncoPairCorr

Mainstay Mutual Fund Highlights

Fund ConcentrationMainStay Funds, Large Value Funds, Bank Loan Funds, Bank Loan, MainStay (View all Sectors)
Update Date30th of September 2024
Mainstay Floating Rate [MXFEX] is traded in USA and was established 24th of November 2024. Mainstay Floating is listed under MainStay category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of MainStay family. This fund now has accumulated 933.75 M in assets with no minimum investment requirementsMainstay Floating Rate is currently producing year-to-date (YTD) return of 7.89% with the current yeild of 0.08%, while the total return for the last 3 years was 6.38%.
Check Mainstay Floating 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 Floating Rate 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 Floating Rate Mutual Fund Constituents

BKLNInvesco Senior LoanEtfBank Loan
MHYIXMainstay High YieldMutual FundHigh Yield Bond
SRLNSPDR Blackstone SeniorEtfBank Loan
More Details

Mainstay Floating 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
MGDAXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
MMRCXMainstay Moderate AllocationMutual FundAllocation--50% to 70% Equity
MCKNXMainstay Servative AllocationMutual FundAllocation--30% to 50% Equity
MMRKXMainstay Moderate AllocationMutual FundAllocation--50% to 70% Equity
MGDIXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
More Details

Mainstay Floating Rate Risk Profiles

Mainstay Floating Against Markets

Other Information on Investing in Mainstay Mutual Fund

Mainstay Floating 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 Floating security.
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios