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MLRTX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$9.37
Change
-$0.34 (-3.50%)
Net Assets
15B

MLRTX NYLI Winslow Large Cap Growth Class R2 Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Salesforce (NYSE:CRM), SERVICENOW (NYSE:NOW), Intuitive Surgical (NASDAQ:ISRG).

Industry description

The investment seeks long-term growth of capital. The fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in large capitalization companies, which are companies having a market capitalization in excess of $4 billion at the time of purchase. The Subadvisor invests substantially all of the fund's investable assets in domestic securities. However, the fund is permitted to invest up to 20% of its net assets in foreign securities. An issuer of a security is considered to be a U.S. or foreign issuer based on the issuer’s “country of risk” (or similar designation) as determined by a third-party such as Bloomberg.

Market Cap

The average market capitalization across the NYLI Winslow Large Cap Growth Class R2 MF is 1.63T. The market cap for tickers in the group ranges from 141.46B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is ISRG at 141.46B.

Volume

The average weekly volume growth across all stocks in the NYLI Winslow Large Cap Growth Class R2 MF was 34%. For the same stocks of the MF, the average monthly volume growth was -0% and the average quarterly volume growth was -37%

Fundamental Analysis Ratings

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

Valuation Rating: 79
P/E Growth Rating: 52
Price Growth Rating: 13
SMR Rating: 42
Profit Risk Rating: 13
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
MainStay Funds169 Lackawanna AveParsippany
Phone
N/A
Web
www.mainstayinvestments.com
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MLRTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MLRTX has been closely correlated with RGAFX. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if MLRTX jumps, then RGAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MLRTX
1D Price
Change %
MLRTX100%
-0.51%
RGAFX - MLRTX
74%
Closely correlated
-0.49%
RGAEX - MLRTX
74%
Closely correlated
-0.49%
GFACX - MLRTX
74%
Closely correlated
-0.49%
RGAGX - MLRTX
70%
Closely correlated
-0.48%
GFAFX - MLRTX
70%
Closely correlated
-0.49%
More