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MainStay Balanced R2 (MBCRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
28.31+0.12 (+0.43%)
At close: 08:00PM EDT
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Overall Portfolio Composition (%)

Cash1.87%
Stocks57.92%
Bonds40.20%
Others0.00%
Preferred0.00%
Convertable0.00%

Sector Weightings (%)

Sector(s)
MBCRX
Basic Materials
1.09%
Consumer Cyclical
7.96%
Financial Services
23.08%
Real Estate
5.64%
Consumer Defensive
4.33%
Healthcare
16.76%
Utilities
5.28%
Communication Services
4.19%
Energy
8.27%
Industrials
11.95%
Technology
11.47%

Equity Holdings

AverageMBCRXCategory Average
Price/Earnings0.0723.62
Price/Book0.423.26
Price/Sales0.612.32
Price/Cashflow0.0915.57
Median Market Cap53,563.4897,816.96
3 Year Earnings Growth10.4315.47

Bond Holdings

AverageMBCRXCategory Average
Maturity97.935.72
Duration4.274.49
Credit QualityN/AN/A

Bond Ratings

Sector(s)MBCRX
US Government25.51%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 5 Holdings (11.96% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
iShares Intermediate Govt/Crdt Bd ETFGVI4.31%
Vanguard Intmdt-Term Trs ETFVGIT2.22%
JPMorgan Chase & CoJPM2.16%
iShares Russell 1000 Value ETFIWD1.75%
Cisco Systems IncCSCO1.52%
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