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MainStay CBRE Global Infrastructure Megatrends Fund (MEGI)
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Upturn Advisory Summary
12/01/2025: MEGI (1-star) is currently NOT-A-BUY. Pass it for now.
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 18.84% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/01/2025 |
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
The MainStay CBRE Global Infrastructure Megatrends Fund is an actively managed fund focused on infrastructure companies benefiting from long-term global megatrends. Details on its exact founding year and milestones are specific to the fund's prospectus and reports, which are not readily available in general web searches.
Core Business Areas
- Infrastructure Investments: Invests in companies owning or operating infrastructure assets, such as utilities, transportation, energy infrastructure, and communication infrastructure.
Leadership and Structure
Details about the specific leadership team and organizational structure are typically found in the fund's prospectus and annual reports.
Top Products and Market Share
Key Offerings
- Infrastructure Equity Fund: A diversified portfolio of infrastructure equity investments, designed to provide long-term capital appreciation and income. Market share information is not publicly available. Competitors include other global infrastructure equity funds managed by firms like Brookfield, BlackRock, and Macquarie.
Market Dynamics
Industry Overview
The infrastructure investment industry is driven by increasing global demand for infrastructure development and modernization, especially in emerging markets. Technological advancements, urbanization, and the need for sustainable infrastructure are also key drivers.
Positioning
MainStay CBRE Global Infrastructure Megatrends Fund aims to capitalize on specific megatrends such as urbanization, digitalization and climate change. Competitive advantages may include specific sector expertise from CBRE and MainStayu2019s active management style.
Total Addressable Market (TAM)
The global infrastructure market is estimated to be in the trillions of dollars. MainStay CBRE Global Infrastructure Megatrends Fund is positioned to capture a portion of this market by focusing on companies benefiting from global megatrends.
Upturn SWOT Analysis
Strengths
- Experienced investment team
- Focus on global infrastructure megatrends
- Diversified portfolio
Weaknesses
- Actively managed fund, subject to management decisions
- Fund performance dependent on market conditions and sector performance
- Fees may be higher than passively managed funds
Opportunities
- Growing demand for infrastructure in emerging markets
- Increasing investments in renewable energy and digital infrastructure
- Potential for higher returns from active management
Threats
- Rising interest rates
- Geopolitical risks and economic uncertainty
- Increased competition from other infrastructure funds
Competitors and Market Share
Key Competitors
- IFRA.L
- GII.L
- BICK.L
Competitive Landscape
MainStay CBRE Global Infrastructure Megatrends Fund competes with other infrastructure funds on factors such as investment strategy, performance, fees, and brand reputation. Its competitive advantages may include specific sector expertise and active management capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends can be derived from the fund's past performance reports.
Future Projections: Future growth projections depend on analyst estimates, which may be available from financial data providers.
Recent Initiatives: Recent initiatives would be outlined in fund prospectuses or press releases.
Summary
MainStay CBRE Global Infrastructure Megatrends Fund focuses on infrastructure companies that benefit from global megatrends and is actively managed to deliver long-term returns. The fund's success depends on its ability to identify and invest in promising infrastructure assets while navigating market volatility and competition. Geopolitical and economic risks could affect returns. The fund's investment strategy is also influenced by prevailing interest rates.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Fund prospectuses
- Fund reports
- Financial data providers (e.g., Bloomberg, Reuters)
- Industry reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is estimated and may not be precise.
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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