Mainstay Balanced Fund Manager Performance Evaluation
| MBAIX Fund | USD 32.18 0.02 0.06% |
The fund secures a Beta (Market Risk) of 0.0082, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Mainstay Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mainstay Balanced 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 Balanced Fund are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Mainstay Balanced may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 0.8300 |
Mainstay |
Mainstay Balanced Relative Risk vs. Return Landscape
If you would invest 2,911 in Mainstay Balanced Fund on November 3, 2025 and sell it today you would earn a total of 307.00 from holding Mainstay Balanced Fund or generate 10.55% return on investment over 90 days. Mainstay Balanced Fund is currently producing 0.1643% returns and takes up 0.7075% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Mainstay, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mainstay Balanced Current Valuation
Fairly Valued
Today
Please note that Mainstay Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Mainstay Balanced secures a last-minute Real Value of $31.79 per share. The latest price of the fund is $32.18. We determine the value of Mainstay Balanced 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 Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mainstay Mutual Fund. However, Mainstay Balanced'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 32.18 | Real 31.79 | Hype 32.18 | Naive 32.43 |
The intrinsic value of Mainstay Balanced'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 Balanced'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.
Estimating the potential upside or downside of Mainstay Balanced Fund 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 Balanced more accurately as focusing exclusively on Mainstay Balanced's fundamentals will not take into account other important factors: Mainstay Balanced 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 32.18 | 90 days | 32.18 | about 15.48 |
Based on a normal probability distribution, the odds of Mainstay Balanced to move above the current price in 90 days from now is about 15.48 (This Mainstay Balanced Fund 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 Balanced has a beta of 0.0082. This indicates as returns on the market go up, Mainstay Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Mainstay Balanced Fund will be expected to be much smaller as well. Additionally Mainstay Balanced Fund has an alpha of 0.154, implying that it can generate a 0.15 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Mainstay Balanced Price Density |
| Price |
Predictive Modules for Mainstay Balanced
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 Balanced. 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.Mainstay Balanced Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Mainstay Balanced is not an exception. The market had few large corrections towards the Mainstay Balanced'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 Balanced Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mainstay Balanced within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.15 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 1.23 | |
Ir | Information ratio | 0.17 |
Mainstay Balanced Fundamentals Growth
Mainstay Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mainstay Balanced, and Mainstay Balanced 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.
| Price To Earning | 16.99 X | ||||
| Price To Book | 1.64 X | ||||
| Price To Sales | 1.02 X | ||||
| Total Asset | 51.05 M | ||||
About Mainstay Balanced Performance
Evaluating Mainstay Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mainstay Balanced 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 Balanced 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 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.Things to note about Mainstay Balanced performance evaluation
Checking the ongoing alerts about Mainstay Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mainstay Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Mainstay Balanced's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mainstay Balanced's mutual fund performance include:- Analyzing Mainstay Balanced'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 Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Mainstay Balanced'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 Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mainstay Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mainstay Balanced's mutual fund. These opinions can provide insight into Mainstay Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
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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