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MBNBX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
451.69M

MBNBX MainStay Balanced B Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Cisco Systems (NASDAQ:CSCO).

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 MainStay Balanced B MF is 472.78B. The market cap for tickers in the group ranges from 213.73B to 421.18B. JPM holds the highest valuation in this group at 421.18B. The lowest valued company is CSCO at 213.73B.

Volume

The average weekly volume growth across all stocks in the MainStay Balanced B MF was 26%. For the same stocks of the MF, the average monthly volume growth was 48% and the average quarterly volume growth was -10%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 39
Price Growth Rating: 37
SMR Rating: 36
Profit Risk Rating: 46
Seasonality Score: -26 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

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

Correlation & Price change

A.I.dvisor indicates that over the last year, MBNBX has been closely correlated with RLBEX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if MBNBX jumps, then RLBEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MBNBX
1D Price
Change %
MBNBX100%
N/A
RLBEX - MBNBX
93%
Closely correlated
-0.03%
RLBAX - MBNBX
93%
Closely correlated
-0.03%
RLBCX - MBNBX
93%
Closely correlated
-0.03%
RLBFX - MBNBX
92%
Closely correlated
N/A
RLBBX - MBNBX
92%
Closely correlated
-0.03%
More