Mainstay Large Cap Fund Quote
| MLGRX Fund | USD 9.77 0.03 0.31% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Mainstay Large is trading at 9.77 as of the 19th of November 2024; that is 0.31% up since the beginning of the trading day. The fund's open price was 9.74. Mainstay Large has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Mainstay Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of November 2022 and ending today, the 19th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its assets 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 funds investable assets in domestic securities. More on Mainstay Large Cap
Moving together with Mainstay Mutual Fund
| 0.94 | MLINX | Mainstay Large Cap | PairCorr |
| 0.93 | MLRTX | Mainstay Large Cap | PairCorr |
| 0.93 | MLRSX | Mainstay Large Cap | PairCorr |
| 0.94 | MLRRX | Mainstay Large Cap | PairCorr |
Moving against Mainstay Mutual Fund
Mainstay Mutual Fund Highlights
| Fund Concentration | MainStay Funds, Large Growth Funds, Large Growth, MainStay (View all Sectors) |
| Update Date | 30th of September 2024 |
Mainstay Large Cap [MLGRX] is traded in USA and was established 19th of November 2024. Mainstay Large is listed under MainStay category by Fama And French industry classification. The fund is listed under Large Growth category and is part of MainStay family. This fund now has accumulated 13.07 B in assets with no minimum investment requirementsMainstay Large Cap is currently producing year-to-date (YTD) return of 31.19%, while the total return for the last 3 years was 7.31%.
Check Mainstay Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mainstay Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mainstay Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mainstay Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mainstay Large Cap Mutual Fund Constituents
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology |
Mainstay Large Cap Risk Profiles
| Mean Deviation | 0.8285 | |||
| Semi Deviation | 1.2 | |||
| Standard Deviation | 1.16 | |||
| Variance | 1.35 |
Mainstay Large Against Markets
Other Information on Investing in Mainstay Mutual Fund
Mainstay Large financial ratios help investors to determine whether Mainstay Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mainstay with respect to the benefits of owning Mainstay Large security.
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