Mainstay Cash Position Weight vs. Three Year Return
| MSPIX Fund | USD 69.00 0.39 0.57% |
For Mainstay profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mainstay to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mainstay Sp 500 utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mainstay's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mainstay Sp 500 over time as well as its relative position and ranking within its peers.
Mainstay |
Mainstay Sp 500 Three Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Mainstay's current stock value. Our valuation model uses many indicators to compare Mainstay value to that of its competitors to determine the firm's financial worth. Mainstay Sp 500 is regarded fifth largest fund in cash position weight among similar funds. It is rated below average in three year return among similar funds reporting about 245.83 of Three Year Return per Cash Position Weight. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mainstay's earnings, one of the primary drivers of an investment's value.Mainstay Three Year Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Mainstay |
| = | 0.04 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Mainstay |
| = | 9.83 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Mainstay Three Year Return Comparison
Mainstay is rated below average in three year return among similar funds.
Mainstay Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Mainstay, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mainstay will eventually generate negative long term returns. The profitability progress is the general direction of Mainstay's change in net profit over the period of time. It can combine multiple indicators of Mainstay, 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 normally invests at least 80 percent of its assets in stocks as represented in the Standard Poors 500 Index in the same proportion, to the extent feasible. It may invest up to 20 percent of its total assets in options and futures contracts to maintain cash reserves, while being fully invested, to facilitate trading or to reduce transaction costs.
Mainstay Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Mainstay. 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 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's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Mainstay without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio Comparator Now
Portfolio ComparatorCompare the composition, asset allocations and performance of any two portfolios in your account |
| All Next | Launch Module |
Use Investing Themes to Complement your Mainstay position
In addition to having Mainstay 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 Semiconductor Thematic Idea Now
Semiconductor
Companies involved in production of semiconductor and semiconductor materials. The Semiconductor theme has 46 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 Semiconductor Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Mainstay Mutual Fund
To fully project Mainstay's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mainstay Sp 500 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's income statement, its balance sheet, and the statement of cash flows.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins |