Mainstay Large Cap Fund Manager Performance Evaluation

MLRTX Fund  USD 8.03  0.16  2.03%   
The fund secures a Beta (Market Risk) of 0.52, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mainstay Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mainstay Large is expected to be smaller as well.

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Mainstay Large Cap are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Mainstay Large showed solid returns over the last few months and may actually be approaching a breakup point.
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Mainstay Large Relative Risk vs. Return Landscape

If you would invest  662.00  in Mainstay Large Cap on November 8, 2025 and sell it today you would earn a total of  141.00  from holding Mainstay Large Cap or generate 21.3% return on investment over 90 days. Mainstay Large Cap is currently producing 0.395% returns and takes up 4.3567% volatility of returns over 90 trading days. Put another way, 39% of traded mutual funds are less volatile than Mainstay, and 93% 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 Large is expected to generate 5.32 times more return on investment than the market. However, the company is 5.32 times more volatile than its market benchmark. It trades about 0.09 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of risk.

Mainstay Large Current Valuation

Undervalued
Today
8.03
Please note that Mainstay Large's price fluctuation is slightly risky at this time. At this time, the fund appears to be undervalued. Mainstay Large Cap secures a last-minute Real Value of $8.45 per share. The latest price of the fund is $8.03. We determine the value of Mainstay Large Cap 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 Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mainstay Mutual Fund. However, Mainstay Large'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  8.03 Real  8.45 Hype  7.87 Naive  7.62
The intrinsic value of Mainstay Large'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 Large'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.
8.45
Real Value
12.84
Upside
Estimating the potential upside or downside of Mainstay Large Cap 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 Large more accurately as focusing exclusively on Mainstay Large's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
6.778.209.63
Details
Hype
Prediction
LowEstimatedHigh
3.487.8712.26
Details
Naive
Forecast
LowNext ValueHigh
3.247.6212.01
Details

Mainstay Large 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
 8.03 90 days 8.03 
about 44.44
Based on a normal probability distribution, the odds of Mainstay Large to move above the current price in 90 days from now is about 44.44 (This Mainstay Large Cap 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 Large has a beta of 0.52. This indicates as returns on the market go up, Mainstay Large average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Mainstay Large Cap will be expected to be much smaller as well. Additionally Mainstay Large Cap has an alpha of 0.3437, implying that it can generate a 0.34 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Mainstay Large Price Density   
       Price  

Predictive Modules for Mainstay Large

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 Large Cap. 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.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Mainstay Large's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
3.487.8712.26
Details
Intrinsic
Valuation
LowRealHigh
4.068.4512.84
Details
Naive
Forecast
LowNextHigh
3.247.6212.01
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
6.778.209.63
Details

Mainstay Large Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Mainstay Large is not an exception. The market had few large corrections towards the Mainstay Large'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 Large Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mainstay Large within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.34
β
Beta against Dow Jones0.52
σ
Overall volatility
0.93
Ir
Information ratio 0.07

Mainstay Large 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 Large for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mainstay Large Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Mainstay Large Cap had very high historical volatility over the last 90 days
The fund maintains 99.66% of its assets in stocks

Mainstay Large Fundamentals Growth

Mainstay Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mainstay Large, and Mainstay Large 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 Large Performance

Evaluating Mainstay Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mainstay Large 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 Large 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 at least 80 percent of its assets in large capitalization companies, which are companies having a market capitalization in excess of 4 billion at the time of purchase. Mainstay Large is traded on NASDAQ Exchange in the United States.

Things to note about Mainstay Large Cap performance evaluation

Checking the ongoing alerts about Mainstay Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mainstay Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Mainstay Large Cap had very high historical volatility over the last 90 days
The fund maintains 99.66% of its assets in stocks
Evaluating Mainstay Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mainstay Large's mutual fund performance include:
  • Analyzing Mainstay Large'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 Large's stock is overvalued or undervalued compared to its peers.
  • Examining Mainstay Large'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 Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mainstay Large's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Mainstay Large's mutual fund. These opinions can provide insight into Mainstay Large's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Mainstay Large's mutual fund performance is not an exact science, and many factors can impact Mainstay Large'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 Large 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 Large security.
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