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Mainstay Balanced Fund Class R2 (MBCRX)

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MainStay Balanced Fund Class R2 historical data, for real-time data please try another search

30.070 +0.050 +0.17%

23/02 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 223.86K

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MBCRX Holdings

Comprehensive information about top holdings and Key Holding Information for the MainStay Balanced Fund Class R2 (MBCRX) fund. Our MainStay Balanced Fund Class R2 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.010	2.010	0.000
Shares	59.900	59.900	0.000
Bonds	38.090	38.110	0.020

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.629	19.228
Price to Book	2.223	3.311
Price to Sales	1.563	2.294
Price to Cash Flow	9.574	12.496
Dividend Yield	2.797	1.913
5 Years Earnings Growth	11.094	10.709

Sector Allocation

Name	Net %	Category Average
Financial Services	22.490	15.705
Healthcare	19.100	12.292
Industrials	12.490	10.280
Technology	10.830	24.758
Energy	7.880	4.842
Consumer Cyclical	6.450	10.053
Consumer Defensive	6.030	6.011
Real Estate	5.380	3.213
Communication Services	4.040	7.647
Utilities	3.960	3.253
Basic Materials	1.350	3.136

Region Allocation

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 238

Number of short holdings: 4

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 4.25%	-	6.47	-	-
United States Treasury Notes 4%	-	5.07	-	-
iShares Intermediate Govt/Credit Bond	US4642886125	4.23	107.61	-0.10%
United States Treasury Notes 4%	-	3.22	-	-
United States Treasury Notes 4%	-	2.45	-	-
iShares Russell 1000 Value	US4642875987	2.19	202.63	-0.60%
JPMorgan	US46625H1005	2.15	306.91	+0.44%
Vanguard Russell 1000 Value	US92206C7149	1.97	88.94	-0.60%
J&J	US4781601046	1.70	178.06	-0.25%
Merck&Co	US58933Y1055	1.67	82.81	-2.75%

Top Equity Funds by New York Life Investment Management LLC

Name	Total Assets	YTD%	3Y%	10Y%
MainStay Large Cap Growth I	7.74B	11.15	25.94	16.36
MainStay Tax-Free Bond I	6.98B	-0.01	2.86	2.52
MainStay Large Cap Growth R6	3.62B	11.26	26.04	16.46
MainStay VP Series SP 500 Index Pos	3.41B	10.51	19.08	14.12
MainStay VP Series SP 500 Index Poi	2.11B	10.69	19.38	14.41

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Recent Quotes

Name	Price	Chg.	Chg. %
MainStay Balanced.	30.070	+0.050	+0.17%
ETL	2.96	-0.01	-0.34%
OA Frontier AP-Co.	1.904	+0.001	+0.03%
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MYAM DC Foreign E.	59,526.000	+464.000	+0.79%
INFO_OLD	108.61	+0.00	+0.00%
iShares UBS Gover.	127.55	+0.03	+0.02%