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)