Mainstay Winslow Equity Positions Weight vs. Minimum Initial Investment
| MLRMX Fund | USD 11.05 0.10 0.90% |
For Mainstay Winslow profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mainstay Winslow to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mainstay Winslow Large utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mainstay Winslow's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mainstay Winslow Large over time as well as its relative position and ranking within its peers.
Mainstay |
Mainstay Winslow Large Minimum Initial Investment vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Mainstay Winslow's current stock value. Our valuation model uses many indicators to compare Mainstay Winslow value to that of its competitors to determine the firm's financial worth.Mainstay Minimum Initial Investment vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Mainstay Winslow |
| = | 99.38 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Mainstay Winslow |
| = | 1 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Mainstay Winslow Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Mainstay Winslow, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mainstay Winslow will eventually generate negative long term returns. The profitability progress is the general direction of Mainstay Winslow's change in net profit over the period of time. It can combine multiple indicators of Mainstay Winslow, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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. The Subadvisor invests substantially all of the funds investable assets in domestic securities. However, the fund is permitted to invest up to 20 percent of its net assets in foreign securities. An issuer of a security is considered to be a U.S. or foreign issuer based on the issuers country of risk as determined by a third-party such as Bloomberg.
Mainstay Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Mainstay Winslow. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Mainstay Winslow position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Mainstay Winslow's important profitability drivers and their relationship over time.
Use Mainstay Winslow in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Mainstay Winslow position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Mainstay Winslow will appreciate offsetting losses from the drop in the long position's value.Mainstay Winslow Pair Trading
Mainstay Winslow Large Pair Trading Analysis
The ability to find closely correlated positions to Mainstay Winslow could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mainstay Winslow when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Mainstay Winslow - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Mainstay Winslow Large to buy it.
The correlation of Mainstay Winslow is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Mainstay Winslow moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mainstay Winslow Large moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Mainstay Winslow can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Mainstay Winslow position
In addition to having Mainstay Winslow in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Aggressive Defence Thematic Idea Now
Aggressive Defence
Macroaxis small cap, aggressive-outlook picks designed for investors that are willing to accept higher levels of risk to hedge exposure to above-average market volatility. The Aggressive Defence theme has 50 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Aggressive Defence Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Mainstay Mutual Fund
To fully project Mainstay Winslow's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mainstay Winslow Large at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Mainstay Winslow's income statement, its balance sheet, and the statement of cash flows.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |