ICAEX Rating, Research - Mainstay Icap Equity I

Mainstay Icap Equity I (icaex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 93

Threats + Weaknesses = 67

When strengths & opportunities substantially exceed threats & weaknesses an investment in the icaex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Mainstay Icap Equity I (ICAEX) Description: ICAEX is a mutual fund, which is an investment that owns a basket of assets. The ICAEX mutual fund was provided by Mainstay and this investment vehicle derives the majority of its value from equity holdings (stocks). Mainstays mutual fund has a long management tenure and is in the large fund size classification. ICAEXs minimum initial investment amount is $5000000 while the IRA minimum is $5000000. ICAEXs expense ratio is roughly 1%. The latest ICAEXs front end load was 0% and the back end load was 0%. The Mainstay Icap Equity I (ICAEX) mutual fund falls under the large-cap value category. ICAEX focuses its investments in USA and ICAEX is not affiliated with a particular industry or fund sector. The Mainstay Icap Equity I (ICAEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ICAEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ICAEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital and income. The fund primarily purchases equity securities (see equity research) of large, seasoned, U.S. and multinational companies that the advisor believes are undervalued. It normally invests at least 80% of its net assets in equity securities (see equity research) of large companies, which are companies having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000 Index.

Management Analysis Update

Performance Analysis Update