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MBINX NYLI Balanced Investor Class Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are 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 Investor Class MF is 428.33B. The market cap for tickers in the group ranges from 331.75B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is MRK at 331.75B.

Volume

The average weekly volume growth across all stocks in the NYLI Balanced Investor Class MF was -9%. For the same stocks of the MF, the average monthly volume growth was 46% and the average quarterly volume growth was 8%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 39
P/E Growth Rating: 73
Price Growth Rating: 44
SMR Rating: 16
Profit Risk Rating: 16
Seasonality Score: 3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Mainstay Funds Trust169 Lackawanna AveParsippany
Phone
800 624 6782
Web
www.mainstayinvestments.com
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MBINX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MBINX has been closely correlated with BALFX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if MBINX jumps, then BALFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MBINX
1D Price
Change %
MBINX100%
-0.22%
BALFX - MBINX
82%
Closely correlated
+0.06%
FBAFX - MBINX
82%
Closely correlated
+0.08%
RAMHX - MBINX
82%
Closely correlated
+0.06%
FBONX - MBINX
81%
Closely correlated
+0.06%
RLEFX - MBINX
81%
Closely correlated
+0.08%
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