The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Broadcom (NASDAQ:AVGO), Cisco Systems (NASDAQ:CSCO), International Business Machines Corp (NYSE:IBM), Analog Devices (NASDAQ:ADI).
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. The fund may invest in investment grade and below investment grade debt securities of varying maturities.
The average market capitalization across the MainStay Income Builder I MF is 373.97B. The market cap for tickers in the group ranges from 21.46B to 2.66T. AAPL holds the highest valuation in this group at 2.66T. The lowest valued company is QSR at 21.46B.
The average weekly volume growth across all stocks in the MainStay Income Builder I MF was 7%. For the same stocks of the MF, the average monthly volume growth was 41% and the average quarterly volume growth was -11%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 41
P/E Growth Rating: 46
Price Growth Rating: 49
SMR Rating: 39
Profit Risk Rating: 32
Seasonality Score: -42 (-100 ... +100)