Mainstay Income Minimum Initial Investment vs. Three Year Return

MTINX Fund  USD 21.10  0.01  0.05%   
Based on the measurements of profitability obtained from Mainstay Income's financial statements, Mainstay Income Builder may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in December. Profitability indicators assess Mainstay Income's ability to earn profits and add value for shareholders.
For Mainstay Income profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mainstay Income to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mainstay Income Builder utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mainstay Income's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mainstay Income Builder over time as well as its relative position and ranking within its peers.
  
Check out Correlation Analysis.
Please note, there is a significant difference between Mainstay Income's value and its price as these two are different measures arrived at by different means. Investors typically determine if Mainstay Income is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Mainstay Income's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Mainstay Income Builder Three Year Return vs. Minimum Initial Investment Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Mainstay Income's current stock value. Our valuation model uses many indicators to compare Mainstay Income value to that of its competitors to determine the firm's financial worth.
Mainstay Income Builder is number one fund in minimum initial investment among similar funds. It also is number one fund in three year return among similar funds . The ratio of Minimum Initial Investment to Three Year Return for Mainstay Income Builder is about  328.94 . 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 Income's earnings, one of the primary drivers of an investment's value.

Mainstay Three Year Return vs. Minimum Initial Investment

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 Income

Minimum Initial Investment

=

First Fund Deposit

 = 
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.
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 Income

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
3.04 %
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 Income is currently under evaluation in three year return among similar funds.

Mainstay Income Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Mainstay Income, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mainstay Income will eventually generate negative long term returns. The profitability progress is the general direction of Mainstay Income's change in net profit over the period of time. It can combine multiple indicators of Mainstay Income, 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 investment seeks current income consistent with reasonable opportunity for future growth of capital and income. Mainstay Income is traded on NASDAQ Exchange in the United States.

Mainstay Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Mainstay Income. 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 Income 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 Income's important profitability drivers and their relationship over time.

Use Mainstay Income 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 Income 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 Income will appreciate offsetting losses from the drop in the long position's value.

Mainstay Income Pair Trading

Mainstay Income Builder Pair Trading Analysis

The ability to find closely correlated positions to Mainstay Income 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 Income 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 Income - 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 Income Builder to buy it.
The correlation of Mainstay Income 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 Income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mainstay Income Builder 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 Income 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Mainstay Income position

In addition to having Mainstay Income 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 Target Outcome ETFs Thematic Idea Now

Target Outcome ETFs
Target Outcome ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Target Outcome ETFs theme has 93 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 Target Outcome ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Mainstay Mutual Fund

To fully project Mainstay Income's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mainstay Income Builder 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 Income's income statement, its balance sheet, and the statement of cash flows.
Potential Mainstay Income investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Mainstay Income investors may work on each financial statement separately, they are all related. The changes in Mainstay Income's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Mainstay Income's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities