Mainstay Growth Bond Positions Weight vs. Equity Positions Weight
| MOERX Fund | USD 14.88 0.04 0.27% |
For Mainstay Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mainstay Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mainstay Growth Etf utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mainstay Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mainstay Growth Etf over time as well as its relative position and ranking within its peers.
Mainstay |
Mainstay Growth Etf Equity Positions Weight vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Mainstay Growth's current stock value. Our valuation model uses many indicators to compare Mainstay Growth value to that of its competitors to determine the firm's financial worth. Mainstay Growth Etf is number one fund in bond positions weight among similar funds. It also is number one fund in equity positions weight among similar funds making about 44.78 of Equity Positions Weight per Bond Positions 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 Growth's earnings, one of the primary drivers of an investment's value.Mainstay Equity Positions Weight vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Mainstay Growth |
| = | 1.79 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Mainstay Growth |
| = | 80.16 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Mainstay Equity Positions Weight Comparison
Mainstay Growth is currently under evaluation in equity positions weight among similar funds.
Mainstay Growth Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Mainstay Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mainstay Growth will eventually generate negative long term returns. The profitability progress is the general direction of Mainstay Growth's change in net profit over the period of time. It can combine multiple indicators of Mainstay Growth, 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 is a fund of funds that seeks to achieve its investment objective by investing in unaffiliated passively-managed exchange-traded funds . It seeks to achieve its investment objective by normally investing approximately 80 percent of its assets in Underlying Equity ETFs, and approximately 20 percent of its assets in Underlying Fixed-Income ETFs. The fund may invest approximately 20 percent of its assets in Underlying International Equity ETFs.
Mainstay Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Mainstay Growth. 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 Growth 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 Growth's important profitability drivers and their relationship over time.
| Bond Positions Weight vs Annual Yield | ||
| Net Asset vs Equity Positions Weight | ||
| Bond Positions Weight vs Last Dividend Paid | ||
| Cash Position Weight vs Equity Positions Weight |
Use Mainstay Growth 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 Growth 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 Growth will appreciate offsetting losses from the drop in the long position's value.Mainstay Growth Pair Trading
Mainstay Growth Etf Pair Trading Analysis
The ability to find closely correlated positions to Mainstay Growth 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 Growth 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 Growth - 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 Growth Etf to buy it.
The correlation of Mainstay Growth 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 Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mainstay Growth Etf 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 Growth 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 Growth position
In addition to having Mainstay Growth 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 Impulse Thematic Idea Now
Impulse
Large corporations operating in retail, broadcasting, energy, airlines and telecom sectors. The Impulse theme has 49 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 Impulse Theme or any other thematic opportunities.
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Other Information on Investing in Mainstay Mutual Fund
To fully project Mainstay Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mainstay Growth Etf 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 Growth's income statement, its balance sheet, and the statement of cash flows.
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