MainStay Income Builder Fund Class A (MTRAX) Research

This fund's primary objective is to generate consistent current income, alongside a reasonable prospect for future growth of both its invested capital and revenue. It typically allocates a minimum of 30% of its net assets to equity holdings and an equivalent minimum of 30% to fixed-income securities. On occasion, factors such as market conditions, specific investment transactions, or liquidity management may lead to a temporary reduction below this 30% threshold for either equities or debt. The fund has the flexibility to invest in debt instruments across the credit spectrum, including both investment-grade and speculative-grade (below investment-grade) bonds, with various terms to maturity.

Market snapshot

Symbol
MTRAX
Price
$25.75
Day change
+0.63%
Market cap
$1.2B
52-week range
21.28-25.88
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Aberdeen Ultra Short Municipal Income Fund - Class A (ATOAX)
  • Sterling Capital Equity Income Fund Class A (BAEIX)
  • Sterling Capital Equity Income Fund Institutional Class (BEGIX)
  • BlackRock Credit Allocation Income Trust (BTZ)
  • MainStay Income Builder Fund Investor Class (MTINX)
  • Nuveen Real Asset Income Fund Class A (NRIAX)
  • Nuveen Real Asset Income Fund Class C (NRICX)
  • Nuveen Real Asset Income Fund Class I (NRIIX)

Open MainStay Income Builder Fund Class A (MTRAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.