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MEGI
Upturn stock ratingUpturn stock rating

MainStay CBRE Global Infrastructure Megatrends Fund (MEGI)

Upturn stock ratingUpturn stock rating
$14.21
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/30/2025: MEGI (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $

1 Year Target Price $

Analysts Price Target For last 52 week
$Target price
Low$
Current$14.21
high$

Analysis of Past Performance

Type Stock
Historic Profit 0%
Avg. Invested days 0
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

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

Analyst Ratings

Rating -
Target Price -
Buy -
Strong Buy -
Buy -
Strong Buy -
Hold -
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

MainStay CBRE Global Infrastructure Megatrends Fund

stock logo

Company Overview

overview logo History and Background

The MainStay CBRE Global Infrastructure Megatrends Fund focuses on investments in global infrastructure companies poised to benefit from long-term megatrends such as urbanization, digitalization, and climate change. Exact founding year and specific milestones unavailable publicly, focuses on capturing growth in infrastructure space.

business area logo Core Business Areas

  • Global Infrastructure Investments: Invests in a portfolio of infrastructure companies across various sectors, globally. Includes utilities, energy, transportation, and communication infrastructure.

leadership logo Leadership and Structure

Information about the specific leadership team and organizational structure of MainStay CBRE Global Infrastructure Megatrends Fund is not readily available through general public sources. Typically managed by a portfolio management team within MainStay and advised by CBRE Clarion Securities for infrastructure expertise.

Top Products and Market Share

overview logo Key Offerings

  • Investment Fund: A diversified investment fund targeting global infrastructure companies benefiting from megatrends. Performance varies with market conditions and specific holdings. Competitors are other global infrastructure funds like Cohen & Steers Infrastructure Fund and First Trust Global Infrastructure ETF.

Market Dynamics

industry overview logo Industry Overview

The global infrastructure market is experiencing growth driven by increasing demand for infrastructure development and upgrades across sectors. Megatrends are major driving forces.

Positioning

The fund aims to capitalize on long-term growth potential in infrastructure sectors driven by megatrends. Competitive advantages lie in its investment strategy and potentially CBRE Clarion Securities' sector expertise.

Total Addressable Market (TAM)

The global infrastructure market is estimated to be worth trillions of dollars. Fund's position: Targeted exposure based on a niche investment strategy.

Upturn SWOT Analysis

Strengths

  • Diversification across global infrastructure sectors
  • Exposure to long-term megatrends
  • Potential expertise from CBRE Clarion Securities

Weaknesses

  • Market risk
  • Fund performance dependent on market conditions
  • Expense ratios compared to ETFs

Opportunities

  • Increasing global demand for infrastructure
  • Growth in infrastructure investment due to digitalization, urbanization, and climate change
  • Potential for higher returns by identifying promising infrastructure companies

Threats

  • Economic downturns
  • Regulatory changes
  • Increased competition from other infrastructure funds

Competitors and Market Share

competitor logo Key Competitors

  • INF
  • ASGI
  • MGU

Competitive Landscape

The fund competes with other global infrastructure investment funds, ETFs, and individual stock investments in infrastructure companies. Its advantage may be its actively managed portfolio and focus on megatrends.

Growth Trajectory and Initiatives

Historical Growth: Historical growth depends on market conditions and the fund's specific investments. This data is available in financial reporting and fund documents.

Future Projections: Future growth projections depend on market trends and the fund's ability to identify and capitalize on investment opportunities.

Recent Initiatives: Recent initiatives depend on the fund and current market conditions. May include portfolio adjustments or new investment strategies to increase returns.

Summary

MainStay CBRE Global Infrastructure Megatrends Fund invests in global infrastructure benefiting from long-term trends. It offers diversification and exposure to growing sectors, but is subject to market risks. Its success depends on the fund's ability to identify opportunities. Monitoring competition and economic conditions are essential for the fund's continued growth and stability.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Publicly available fund information, financial news outlets, industry reports.

Disclaimers:

This analysis is based on publicly available information and does not constitute financial advice. Market conditions can change rapidly, affecting fund performance. Please consult with a financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.