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Upturn AI SWOT - About
MainStay CBRE Global Infrastructure Megatrends Fund (MEGI)
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Upturn Advisory Summary
09/17/2025: MEGI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 19.36% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 734.91M USD | Price to earnings Ratio 7.28 | 1Y Target Price - |
Price to earnings Ratio 7.28 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 11.40 - 14.96 | Updated Date 06/29/2025 |
52 Weeks Range 11.40 - 14.96 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 10.62% | Basic EPS (TTM) 1.94 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 7.28 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 7.22 |
Enterprise Value - | Price to Sales(TTM) 7.22 | ||
Enterprise Value to Revenue 9.6 | Enterprise Value to EBITDA - | Shares Outstanding 52047500 | Shares Floating - |
Shares Outstanding 52047500 | Shares Floating - | ||
Percent Insiders 13.58 | Percent Institutions 51.28 |
Upturn AI SWOT
MainStay CBRE Global Infrastructure Megatrends Fund
Company Overview
History and Background
MainStay CBRE Global Infrastructure Megatrends Fund is a relatively new fund focused on investing in infrastructure companies poised to benefit from long-term global megatrends. Specific founding details and milestones are generally found in the fund's prospectus or annual reports.
Core Business Areas
- Infrastructure Investments: Invests in companies that own or operate infrastructure assets, such as utilities, energy infrastructure, transportation infrastructure, and communications infrastructure.
Leadership and Structure
The fund is managed by a team of investment professionals from MainStay Investments and CBRE Clarion Securities, leveraging their expertise in infrastructure investing. Organizational structure involves portfolio managers, analysts, and support staff dedicated to the fund's management.
Top Products and Market Share
Key Offerings
- Global Infrastructure Equity Fund: The fund invests in a diversified portfolio of global infrastructure equities, seeking long-term capital appreciation. Market share data is not directly applicable to a specific product, as it operates within a broader market. Competitors include other infrastructure equity funds from firms like Brookfield, BlackRock, and Macquarie.
Market Dynamics
Industry Overview
The infrastructure sector is experiencing growth driven by increasing demand for infrastructure improvements and upgrades globally. Trends include aging infrastructure, population growth, technological advancements, and government spending initiatives.
Positioning
The fund positions itself as a focused investment vehicle targeting companies poised to benefit from specific global megatrends impacting infrastructure development. Its competitive advantage lies in its specialized expertise and global reach.
Total Addressable Market (TAM)
The TAM for global infrastructure investment is estimated to be in the trillions of dollars. MainStay CBRE Global Infrastructure Megatrends Fund is positioned to capture a portion of this TAM through its targeted investment strategy.
Upturn SWOT Analysis
Strengths
- Specialized investment strategy focused on infrastructure megatrends
- Experienced management team with expertise in infrastructure investing
- Global diversification
Weaknesses
- Relatively new fund with a limited track record
- Potential for higher volatility compared to broader market indices
- Dependence on macroeconomic conditions and regulatory environments
Opportunities
- Increasing demand for infrastructure investment globally
- Potential for outperformance compared to traditional equity investments
- Expansion into new infrastructure sectors and geographies
Threats
- Rising interest rates
- Geopolitical risks
- Regulatory changes impacting infrastructure projects
Competitors and Market Share
Key Competitors
- BLK
- BIP
- MGU
Competitive Landscape
MainStay CBRE Global Infrastructure Megatrends Fund competes with other infrastructure investment funds based on factors such as investment strategy, performance, fees, and brand reputation. It aims to differentiate itself through its focused investment approach and experienced management team.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on market conditions and the fund's investment performance. Data is available from financial data providers.
Future Projections: Future growth projections are based on analyst estimates and depend on various factors, including macroeconomic conditions and industry trends.
Recent Initiatives: Recent initiatives may include new investment strategies, portfolio adjustments, or partnerships with other firms. Information on these initiatives can be found in the fund's press releases and investor communications.
Summary
MainStay CBRE Global Infrastructure Megatrends Fund is a relatively new fund targeting global infrastructure investments benefiting from long-term megatrends. The fund is well-positioned to take advantage of increasing global infrastructure demand. However, its limited track record and dependence on macroeconomic factors present potential risks. The fund's specialized focus and experienced management team are key strengths, but it needs to continue building its performance history to attract more investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fund prospectuses
- Financial data providers
- Industry reports
- Company press releases
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share estimates are approximate and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About MainStay CBRE Global Infrastructure Megatrends Fund
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2021-10-27 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
NYLI CBRE Global Infrastructure Megatrends Term Fund is headquartered in New York, New York.
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