Mainstay Balanced Fund Quote

MBAIX Fund  USD 31.31  0.10  0.32%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Mainstay Balanced is trading at 31.31 as of the 19th of July 2025; that is 0.32 percent increase since the beginning of the trading day. The fund's open price was 31.21. Mainstay Balanced has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests approximately 60 percent of its assets in stocks and 40 percent of its assets in fixed-income securities and cash equivalents. Mainstay Balanced is traded on NASDAQ Exchange in the United States. More on Mainstay Balanced Fund

Moving together with Mainstay Mutual Fund

  0.97MLACX Mainstay Large CapPairCorr
  0.97MLAAX Mainstay Large CapPairCorr
  0.97MLAIX Mainstay Large CapPairCorr
  0.83MLRMX Mainstay Winslow LargePairCorr

Mainstay Mutual Fund Highlights

Fund ConcentrationNew York Life Investment Management LLC Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, New York Life Investment Management LLC, Large Value, Allocation--50% to 70% Equity (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Mainstay Balanced Fund [MBAIX] is traded in USA and was established 19th of July 2025. Mainstay Balanced is listed under New York Life Investment Management LLC category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of New York Life Investment Management LLC family. This fund now has accumulated 467.08 M in assets with no minimum investment requirementsMainstay Balanced is currently producing year-to-date (YTD) return of 5.2% with the current yeild of 0.02%, while the total return for the last 3 years was 7.55%.
Check Mainstay Balanced Probability Of Bankruptcy

Instrument Allocation

Top Mainstay Balanced Fund Mutual Fund Constituents

MPCMarathon Petroleum CorpStockEnergy
AAgilent TechnologiesStockHealth Care
XELXcel EnergyStockUtilities
EDConsolidated EdisonStockUtilities
HPQHP IncStockInformation Technology
VOEVanguard Mid Cap ValueEtfMid-Cap Value
UNHUnitedHealth Group IncorporatedStockHealth Care
PFEPfizer IncStockHealth Care
More Details

Mainstay Balanced Risk Profiles

Mainstay Balanced Against Markets

Other Information on Investing in Mainstay Mutual Fund

Mainstay Balanced 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 Balanced security.
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume