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Upturn AI SWOT - About
MainStay CBRE Global Infrastructure Megatrends Fund (MEGI)
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Upturn Advisory Summary
07/02/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 1.71% | Avg. Invested days 13 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/02/2025 |
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 - |
Upturn AI SWOT
MainStay CBRE Global Infrastructure Megatrends Fund
Company Overview
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.
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 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
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
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
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.
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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