Mainstay International Opportunities A
for period ending April 30, 2023
This portfolio is provided by MainStay.
MYITX is the ticker for this portfolio. This ticker appears in the scatterplots below and on the Summary Page showing all portfolios. You can invest in this portfolio using the ticker "MYITX" at your favorite brokerage. See
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Risk vs. return for MYITX: The scatterplots below show the best portfolios as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this portfolio. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.
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Risk and Volatility,
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Maximum Drawdown vs. Annual Return
●MYITX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
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Description Mainstay International Opportunities A gives investors access to a tactical, hedged portfolio that uses a 130-30 approach. This portfolio is a mutual fund and implements a particular asset allocation approach that is directed by the fund manager.
Category Tactical: Managed
Ingredients used This portfolio invests in equities using a long-short approach.
Peer Group Tactical: Managed. See
How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is a mutual fund and its holdings are determined by the fund's manager, MainStay. The investment seeks long-term growth of capital. The fund invests primarily in equity securities of foreign companies. It will typically invest in companies with capitalizations similar to those in the MSCI EAFE® Index at the time of investment. It generally will hold long positions, either directly or through equity-related derivatives (such as futures, options, and total return swaps), which may total up to 140% of the fund's net assets, and short positions, either directly or through equity-related derivatives (such as futures, options, and total return swaps), which may total up to 40% of the fund's net assets. You may consult www.mainstayinvestments.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost- Since this is a mutual fund, you can purchase this directly through your broker using the ticker MYITXSee How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
You can invest in this portfolio by buying the ticker symbol "MYITX" at your favorite brokerage. The full set of risk and return metrics for this recipe are available to VizMetrics subscribers.
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You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.
for period ending April 30, 2023
Downside Deviation vs. Annual Return
●MYITX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●MYITX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
Standard Deviation vs. Annual Return
●MYITX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●MYITX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
for period ending April 30, 2023
5-year graph ●MYITX●Global equities (ACWI)●U.S. equities (SPY)●U.S. bonds (BND)●60% Equity / 40% Bonds (s.6040)
for period ending April 30, 2023
for period ending April 30, 2023
| | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year |
| to Global Stocks (ACWI) | 0.95 | 0.94 | 0.93 | 0.92 | 0.92 | 0.94 |
| to S&P500 (SPY) | 0.87 | 0.87 | 0.86 | 0.84 | 0.83 | 0.86 |
| to U.S. Bonds (BND) | 0.83 | 0.72 | 0.46 | 0.42 | 0.37 | 0.28 |
| to Commodities (DBC) | 0.75 | 0.48 | 0.63 | 0.56 | 0.50 | 0.60 |
| to Gold (GLD) | 0.61 | 0.35 | 0.28 | 0.25 | 0.17 | 0.19 |
