MBAIX NYLI Balanced Class I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK).

The investment seeks total return. The fund invests approximately 60% of its assets (net assets plus any borrowings for investment purposes) in stocks and 40% of its assets in fixed-income securities (such as bonds) and cash equivalents. Although this 60/40 ratio may vary, the manager has adopted a fundamental policy that it will be a "balanced" fund. The fund may invest up to 20% of its net assets in foreign securities, but only in such securities that the Subadvisor for the fixed-income portion of the fund, and the Subadvisor for the equity portion of the fund, in accordance with each Subadvisor's investment process.

The average market capitalization across the NYLI Balanced Class I MF is 478.17B. The market cap for tickers in the group ranges from 210.34B to 798.78B. JPM holds the highest valuation in this group at 798.78B. The lowest valued company is MRK at 210.34B.

The average weekly volume growth across all stocks in the NYLI Balanced Class I MF was 29%. For the same stocks of the MF, the average monthly volume growth was -37% and the average quarterly volume growth was -30%