Mainstay Cushing Mlp Fund Manager Performance Evaluation

CSHZX Fund  USD 11.97  0.10  0.84%   
The fund secures a Beta (Market Risk) of 0.14, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mainstay Cushing's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mainstay Cushing is expected to be smaller as well.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Mainstay Cushing Mlp are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Mainstay Cushing showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio Date28th of March 2025
Expense Ratio1.2500
  

Mainstay Cushing Relative Risk vs. Return Landscape

If you would invest  1,034  in Mainstay Cushing Mlp on October 30, 2025 and sell it today you would earn a total of  163.00  from holding Mainstay Cushing Mlp or generate 15.76% return on investment over 90 days. Mainstay Cushing Mlp is currently producing 0.2501% returns and takes up 1.0976% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Mainstay, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Mainstay Cushing is expected to generate 1.45 times more return on investment than the market. However, the company is 1.45 times more volatile than its market benchmark. It trades about 0.23 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Mainstay Cushing Current Valuation

Undervalued
Today
11.97
Please note that Mainstay Cushing's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Mainstay Cushing Mlp secures a last-minute Real Value of $12.8 per share. The latest price of the fund is $11.97. We determine the value of Mainstay Cushing Mlp from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Mainstay Cushing is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mainstay Mutual Fund. However, Mainstay Cushing's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  11.97 Real  12.8 Hype  11.97 Naive  11.89
The intrinsic value of Mainstay Cushing's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Mainstay Cushing's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
12.80
Real Value
13.89
Upside
Estimating the potential upside or downside of Mainstay Cushing Mlp helps investors to forecast how Mainstay mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Mainstay Cushing more accurately as focusing exclusively on Mainstay Cushing's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.6511.3912.13
Details
Hype
Prediction
LowEstimatedHigh
10.8811.9713.06
Details
Naive
Forecast
LowNext ValueHigh
10.8111.8912.98
Details
Below is the normalized historical share price chart for Mainstay Cushing Mlp extending back to October 19, 2010. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Mainstay Cushing stands at 11.97, as last reported on the 28th of January, with the highest price reaching 11.97 and the lowest price hitting 11.97 during the day.
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Mainstay Cushing Target Price Odds to finish over Current Price

The tendency of Mainstay Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 11.97 90 days 11.97 
near 1
Based on a normal probability distribution, the odds of Mainstay Cushing to move above the current price in 90 days from now is near 1 (This Mainstay Cushing Mlp probability density function shows the probability of Mainstay Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Mainstay Cushing has a beta of 0.14 suggesting as returns on the market go up, Mainstay Cushing average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Mainstay Cushing Mlp will be expected to be much smaller as well. Additionally Mainstay Cushing Mlp has an alpha of 0.1847, implying that it can generate a 0.18 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Mainstay Cushing Price Density   
       Price  

Predictive Modules for Mainstay Cushing

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Mainstay Cushing Mlp. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
10.8811.9713.06
Details
Intrinsic
Valuation
LowRealHigh
11.7112.8013.89
Details
Naive
Forecast
LowNextHigh
10.8111.8912.98
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.6511.3912.13
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Mainstay Cushing. Your research has to be compared to or analyzed against Mainstay Cushing's peers to derive any actionable benefits. When done correctly, Mainstay Cushing's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Mainstay Cushing Mlp.

Mainstay Cushing Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Mainstay Cushing is not an exception. The market had few large corrections towards the Mainstay Cushing's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Mainstay Cushing Mlp, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mainstay Cushing within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.18
β
Beta against Dow Jones0.14
σ
Overall volatility
0.45
Ir
Information ratio 0.12

Mainstay Cushing Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Mainstay Cushing for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mainstay Cushing Mlp can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Latest headline from news.google.com: Adams Natural Resources Fund Hits New 1-Year High - Still a Buy - MarketBeat
The fund holds 97.13% of its assets under management (AUM) in equities

Mainstay Cushing Fundamentals Growth

Mainstay Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mainstay Cushing, and Mainstay Cushing fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Mainstay Mutual Fund performance.

About Mainstay Cushing Performance

Evaluating Mainstay Cushing's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mainstay Cushing has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Mainstay Cushing has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund, under normal market conditions, invests at least 80 percent of its assets in a portfolio of master limited partnerships and MLP-related investments. MLPs are generally treated as partnerships for U.S. federal income tax purposes and are generally organized under state law as limited partnerships or limited liability companies. The fund may invest in companies of any market capitalization size. It is non-diversified.

Things to note about Mainstay Cushing Mlp performance evaluation

Checking the ongoing alerts about Mainstay Cushing for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mainstay Cushing Mlp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Latest headline from news.google.com: Adams Natural Resources Fund Hits New 1-Year High - Still a Buy - MarketBeat
The fund holds 97.13% of its assets under management (AUM) in equities
Evaluating Mainstay Cushing's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mainstay Cushing's mutual fund performance include:
  • Analyzing Mainstay Cushing's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Mainstay Cushing's stock is overvalued or undervalued compared to its peers.
  • Examining Mainstay Cushing's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Mainstay Cushing's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mainstay Cushing's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Mainstay Cushing's mutual fund. These opinions can provide insight into Mainstay Cushing's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Mainstay Cushing's mutual fund performance is not an exact science, and many factors can impact Mainstay Cushing's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Mainstay Mutual Fund

Mainstay Cushing 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 Cushing security.
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