Mainstay Sp 500 Fund Quote
MSXAX Fund | USD 67.26 0.36 0.54% |
PerformanceVery Strong
| Odds Of DistressLow
|
Mainstay is trading at 67.26 as of the 19th of July 2025; that is 0.54% up since the beginning of the trading day. The fund's open price was 66.9. Mainstay has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a very strong 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 normally invests at least 80 percent of its assets in stocks as represented in the Standard Poors 500 Index in the same proportion, to the extent feasible. It may invest up to 20 percent of its total assets in options and futures contracts to maintain cash reserves, while being fully invested, to facilitate trading or to reduce transaction costs.. More on Mainstay Sp 500
Moving together with Mainstay Mutual Fund
Mainstay Mutual Fund Highlights
Fund Concentration | New York Life Investment Management LLC Funds, Large Blend Funds, Large Blend, New York Life Investment Management LLC, Large Blend, Large Blend (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 28th of February 2023 |
Fiscal Year End | October |
Mainstay Sp 500 [MSXAX] is traded in USA and was established 19th of July 2025. Mainstay is listed under New York Life Investment Management LLC category by Fama And French industry classification. The fund is listed under Large Blend category and is part of New York Life Investment Management LLC family. This fund now has accumulated 1.22 B in assets with no minimum investment requirementsMainstay Sp 500 is currently producing year-to-date (YTD) return of 6.89% with the current yeild of 0.01%, while the total return for the last 3 years was 18.72%.
Check Mainstay 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 Sp 500 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 Sp 500 Mutual Fund Constituents
XOM | Exxon Mobil Corp | Stock | Energy | |
PG | Procter Gamble | Stock | Consumer Staples | |
AAPL | Apple Inc | Stock | Information Technology | |
AMZN | Amazon Inc | Stock | Consumer Discretionary | |
FB | ProShares Trust ProShares | Etf | Internet Content & Information | |
GOOG | Alphabet Inc Class C | Stock | Communication Services | |
GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
JNJ | Johnson Johnson | Stock | Health Care |
Mainstay Sp 500 Risk Profiles
Mean Deviation | 0.6561 | |||
Semi Deviation | 0.5638 | |||
Standard Deviation | 0.9314 | |||
Variance | 0.8675 |
Mainstay Against Markets
Other Information on Investing in Mainstay Mutual Fund
Mainstay 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 security.
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