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MOPBX NYLI WMC Enduring Capital Class B Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Costco Wholesale Corp (NASDAQ:COST).

Industry description

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in common stocks. It invests in common stocks of U.S. companies with market capitalizations that, at the time of investment, are similar to the market capitalizations of companies whose stocks are included in the S&P 500® Index or the Russell 3000® Index. The fund may also invest in securities of foreign issuers.

Market Cap

The average market capitalization across the NYLI WMC Enduring Capital Class B MF is 117.58B. The market cap for tickers in the group ranges from 216.07M to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is CSU at 216.07M.

Volume

The average weekly volume growth across all stocks in the NYLI WMC Enduring Capital Class B MF was -13%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

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

Valuation Rating: 87
P/E Growth Rating: 59
Price Growth Rating: 36
SMR Rating: 51
Profit Risk Rating: 14
Seasonality Score: 0 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MOPBX
1D Price
Change %
MOPBX100%
+0.57%
VTSMX - MOPBX
82%
Closely correlated
+0.29%
VSTSX - MOPBX
82%
Closely correlated
+0.30%
VTSAX - MOPBX
82%
Closely correlated
+0.30%
VSMPX - MOPBX
82%
Closely correlated
+0.30%
VITSX - MOPBX
82%
Closely correlated
+0.30%
More