Mainstay Mon Stock Fund Quote

MSOAX Fund  USD 40.58  0.20  0.49%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 20

 
High
 
Low
Low
Mainstay Mon is trading at 40.58 as of the 11th of December 2024; that is 0.49% down since the beginning of the trading day. The fund's open price was 40.78. Mainstay Mon has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of August 2023 and ending today, the 11th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks. It invests in common stocks of U.S. companies with market capitalizations that, at the time of investment, are similar to the market capitalizations of companies whose stocks are included in the SP 500 Index or the Russell 3000 Index. More on Mainstay Mon Stock

Moving together with Mainstay Mutual Fund

  0.75MKHCX Mainstay High YieldPairCorr

Moving against Mainstay Mutual Fund

  0.52FCICX Mainstay PinestonePairCorr

Mainstay Mutual Fund Highlights

Fund ConcentrationNew York Life Investment Management LLC Funds, Large Blend Funds, Large Blend, New York Life Investment Management LLC (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Mainstay Mon Stock [MSOAX] is traded in USA and was established 11th of December 2024. Mainstay Mon is listed under New York Life Investment Management LLC category by Fama And French industry classification. The fund is listed under Large Blend category and is part of New York Life Investment Management LLC family. This fund now has accumulated 617.15 M in assets with no minimum investment requirementsMainstay Mon Stock is currently producing year-to-date (YTD) return of 18.77% with the current yeild of 0.01%, while the total return for the last 3 years was 7.65%.
Check Mainstay Mon Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mainstay Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mainstay Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mainstay Mon Stock Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Mainstay Mon Stock Mutual Fund Constituents

BAThe BoeingStockIndustrials
TSLATesla IncStockConsumer Discretionary
MSFTMicrosoftStockInformation Technology
DHRDanaherStockHealth Care
AAPLApple IncStockInformation Technology
AMTAmerican Tower CorpStockReal Estate
PGRProgressive CorpStockFinancials
AMZNAmazon IncStockConsumer Discretionary
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Mainstay Mon Stock Risk Profiles

Mainstay Mon Against Markets

Other Information on Investing in Mainstay Mutual Fund

Mainstay Mon 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 Mon security.
Performance Analysis
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Risk-Return Analysis
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