MainStay Income Builder Fund Class R3 (MTXVX) Research
This fund's primary objective is to generate consistent income, while also pursuing a fair chance for its capital and earnings to appreciate over the long term. Under normal circumstances, it commits no less than 30% of its net assets to equity holdings and a similar minimum of 30% to fixed-income instruments. However, specific market dynamics, individual security dealings, or operational cash flow considerations may occasionally lead to a temporary reduction below these 30% thresholds for either stocks or bonds. Its debt portfolio is diversified, potentially including both high-quality investment-grade securities and higher-yielding, lower-rated (below investment-grade) bonds of various durations.
Market snapshot
- Symbol
- MTXVX
- Price
- $19.06
- Day change
- +0.37%
- Market cap
- $1.0B
- P/E ratio
- -63.61x
- 52-week range
- 16.62-19.06
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- Delaware SMID Cap Growth Fund Class A (DFCIX)
- BNY Mellon New York Tax Exempt Bond Fund, Inc. (DRNYX)
- Allspring Discovery All Cap Growth - Admin (EOMYX)
- IVA Worldwide Fund Class A (IVWAX)
- JPMorgan Tax Aware Equity Fund Class A (JPEAX)
- BMO TCH Core Plus Bond Fund Class I Shares (MCBIX)
- BMO TCH Core Plus Bond Fund Class Y Shares (MCYBX)
- PGIM Balanced Fund- Class B (PBFBX)
Open MainStay Income Builder Fund Class R3 (MTXVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.