Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK).
Industry description
The investment seeks total return.
The fund invests approximately 60% of its assets (net assets plus any borrowings for investment purposes) in stocks and 40% of its assets in fixed-income securities (such as bonds) and cash equivalents. Although this 60/40 ratio may vary, the manager has adopted a fundamental policy that it will be a "balanced" fund. The fund may invest up to 20% of its net assets in foreign securities, but only in such securities that the Subadvisor for the fixed-income portion of the fund, and the Subadvisor for the equity portion of the fund, in accordance with each Subadvisor's investment process.
Market Cap
The average market capitalization across the NYLI Balanced Class R6 MF is 1.07T. The market cap for tickers in the group ranges from 376.37B to 3.59T. MSFT holds the highest valuation in this group at 3.59T. The lowest valued company is MRK at 376.37B.
Volume
The average weekly volume growth across all stocks in the NYLI Balanced Class R6 MF was 64%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was -24%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 45
P/E Growth Rating: 28
Price Growth Rating: 20
SMR Rating: 28
Profit Risk Rating: 18
Seasonality Score: -63 (-100 ... +100)