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MUBFX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$32.78
Change
-$0.32 (-0.97%)
Net Assets
943.83M

MUBFX NYLI WMC Value Class I Forecast, Technical & Fundamental Analysis

The investment seeks long-term appreciation of capital... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Cisco Systems (NASDAQ:CSCO), Pfizer (NYSE:PFE), ConocoPhillips (NYSE:COP), Elevance Health (NYSE:ELV), American International Group (NYSE:AIG).

Industry description

The investment seeks long-term appreciation of capital. The fund invests in equity securities issued by companies of any size or market capitalization range. While it does not limit its investments to issuers within a particular capitalization range, it generally invests in large capitalization companies. The fund may invest in securities of foreign issuers, including securities of emerging market country issuers.

Market Cap

The average market capitalization across the NYLI WMC Value Class I MF is 244.5B. The market cap for tickers in the group ranges from 24.23B to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is MTB at 24.23B.

Volume

The average weekly volume growth across all stocks in the NYLI WMC Value Class I MF was 25%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was 33%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 43
P/E Growth Rating: 58
Price Growth Rating: 48
SMR Rating: 47
Profit Risk Rating: 46
Seasonality Score: 8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
MainStay Funds169 Lackawanna AveParsippany
Phone
N/A
Web
www.mainstayinvestments.com
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MUBFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MUBFX has been closely correlated with VIVAX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if MUBFX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MUBFX
1D Price
Change %
MUBFX100%
-0.97%
VIVAX - MUBFX
96%
Closely correlated
-0.81%
VIVIX - MUBFX
96%
Closely correlated
-0.81%
VVIAX - MUBFX
96%
Closely correlated
-0.81%
DODGX - MUBFX
92%
Closely correlated
-1.04%
DOXGX - MUBFX
92%
Closely correlated
-1.04%
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