MSXAX Rating, Research - Mainstay S&P 500 Index A

Mainstay S&P 500 Index A (msxax)

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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 = 250

Threats + Weaknesses = 152

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

Fund Management Team

Fund Description Update

Mainstay S&P 500 Index A (MSXAX) Description: MSXAX is a mutual fund, which is an investment that owns a basket of assets. The MSXAX 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 average fund size classification. MSXAXs minimum initial investment amount is $25000 while the IRA minimum is $1000. MSXAXs expense ratio is roughly 1%. The latest MSXAXs front end load was 3% and the back end load was 0%. The Mainstay S&P 500 Index A (MSXAX) mutual fund falls under the large-cap mixed category. MSXAX focuses its investments in USA and MSXAX is not affiliated with a particular industry or fund sector. The Mainstay S&P 500 Index A (MSXAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MSXAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MSXAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities (see equity research) of large-capitalization companies. The companies generally are considered to be those whose market capitalization is, at the time the fund makes an investment, within the range of the market capitalization of the companies in the S&P 500 index.

Management Analysis Update

Performance Analysis Update