Mainstay Moderate Growth Fund Quote
MGDCX Fund | USD 15.59 0.01 0.06% |
PerformanceSolid
| Odds Of DistressLow
|
Mainstay Moderate is trading at 15.59 as of the 19th of July 2025; that is 0.06 percent decrease since the beginning of the trading day. The fund's open price was 15.6. Mainstay Moderate has less than a 14 % 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 is a fund of funds that seeks to achieve its investment objective by investing primarily in mutual funds and ETFs managed by New York Life Investments or its affiliates. It seeks to achieve its investment objective by normally investing approximately 80 percent of its assets in underlying equity funds, and approximately 20 percent of its assets in underlying fixed-income funds.. More on Mainstay Moderate Growth
Moving together with Mainstay Mutual Fund
Mainstay Mutual Fund Highlights
Fund Concentration | New York Life Investment Management LLC Funds, Large Blend Funds, Allocation--70% to 85% Equity, New York Life Investment Management LLC (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 28th of February 2023 |
Fiscal Year End | October |
Mainstay Moderate Growth [MGDCX] is traded in USA and was established 19th of July 2025. Mainstay Moderate is listed under New York Life Investment Management LLC category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of New York Life Investment Management LLC family. This fund now has accumulated 795.7 M in assets with no minimum investment requirementsMainstay Moderate Growth is currently producing year-to-date (YTD) return of 5.25% with the current yeild of 0.01%, while the total return for the last 3 years was 9.9%.
Check Mainstay Moderate 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 Moderate Growth 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 Moderate Growth Mutual Fund Constituents
MXFEX | Mainstay Floating Rate | Mutual Fund | Bank Loan | |
MUSXX | Mainstay Government Liquidity | Money Market Fund | US Money Market Fund | |
MUBFX | Mainstay Map Equity | Mutual Fund | Large Value | |
MTRDX | Mainstay Total Return | Mutual Fund | Intermediate Core-Plus Bond | |
MSPIX | Mainstay Sp 500 | Mutual Fund | Large Blend | |
MOPIX | Mainstay Epoch Small | Mutual Fund | Small Blend | |
MMPDX | Mainstay Wmc Value | Mutual Fund | Large Value | |
MLRSX | Mainstay Large Cap | Mutual Fund | Large Growth |
Mainstay Moderate Growth Risk Profiles
Mean Deviation | 0.4523 | |||
Semi Deviation | 0.3781 | |||
Standard Deviation | 0.646 | |||
Variance | 0.4173 |
Mainstay Moderate Against Markets
Other Information on Investing in Mainstay Mutual Fund
Mainstay Moderate 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 Moderate security.
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