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MTOIX NYLI Income Builder Class I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Broadcom Inc. (NASDAQ:AVGO), International Business Machines Corp (NYSE:IBM), Analog Devices (NASDAQ:ADI), KLA Corp (NASDAQ:KLAC).

Industry description

The investment seeks current income consistent with reasonable opportunity for future growth of capital and income. The fund normally invests a minimum of 30% of its net assets in equity securities and a minimum of 30% of its net assets in debt securities. From time to time, it may temporarily invest less than 30% of its net assets in equity or debt securities as a result of market conditions, individual securities transactions or cash flow considerations.

Market Cap

The average market capitalization across the NYLI Income Builder Class I MF is 558.91B. The market cap for tickers in the group ranges from 21.85B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is QSR at 21.85B.

Volume

The average weekly volume growth across all stocks in the NYLI Income Builder Class I MF was 10%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 33
Price Growth Rating: 47
SMR Rating: 48
Profit Risk Rating: 20
Seasonality Score: 44 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldAllocation

Profile
Fundamentals
Details
Category
Global Allocation
Address
MainStay Funds169 Lackawanna AveParsippany
Phone
N/A
Web
www.mainstayinvestments.com
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MTOIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MTOIX has been closely correlated with RIRFX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if MTOIX jumps, then RIRFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MTOIX
1D Price
Change %
MTOIX100%
-0.05%
RIRFX - MTOIX
96%
Closely correlated
-0.31%
RIREX - MTOIX
96%
Closely correlated
-0.30%
RIRCX - MTOIX
96%
Closely correlated
-0.31%
RIRBX - MTOIX
96%
Closely correlated
-0.31%
FWCBX - MTOIX
96%
Closely correlated
-0.31%
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