Mainstay Epoch Competition

Mutual Funds . USA . 
Fund . Mainstay Epoch Small
MOPAX Fund  USD 25.58  0.24  0.95%   
Mainstay Epoch Small competes with Mainstay High, Mainstay Tax, Mainstay Income, Mainstay Large, and Mainstay Large; as well as few others. The fund is listed under Small Blend category and is part of New York Life Investment Management LLC family. Analyzing Mainstay Epoch competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Mainstay Epoch to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Mainstay Epoch Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Mainstay Epoch competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
24.2425.5726.90
Details
Intrinsic
Valuation
LowRealHigh
24.2725.6026.93
Details
Naive
Forecast
LowNextHigh
23.4924.8326.16
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
25.4126.8428.28
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Mainstay Epoch. Your research has to be compared to or analyzed against Mainstay Epoch's peers to derive any actionable benefits. When done correctly, Mainstay Epoch's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Mainstay Epoch Small.

Mainstay Epoch Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Mainstay Epoch and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Mainstay and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Mainstay Epoch Small does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MLABX
+ 1.0
MLACX
MLRMX
+ 1.0
MLAAX
MMHDX
+ 1.0
MMHAX
MMHAX
+ 0.99
MKTBX
MMHDX
+ 0.99
MKTBX
MLRMX
+ 0.98
MLACX
  
High negative correlations   
MLAIX
- 0.45
MLABX
MLAIX
- 0.45
MLACX
MLRMX
- 0.26
MLAIX
MLAIX
- 0.23
MLAAX
MLAIX
- 0.18
MKTRX
MMHDX
- 0.08
MLAIX

Risk-Adjusted Indicators

There is a big difference between Mainstay Mutual Fund performing well and Mainstay Epoch Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Mainstay Epoch's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
MKHCX  0.13 (0.03) 0.00 (0.21) 0.00 
 0.00 
 0.19 
(0.38)
 0.96 
MKTBX  0.19 (0.04) 0.00  1.82  0.00 
 0.00 
 0.32 
(0.53)
 1.50 
MKTRX  0.37 (0.08) 0.00 (0.12) 0.00 
 0.00 
 0.77 
(0.90)
 3.39 
MLACX  1.39 (0.43) 0.00 (0.30) 0.00 
 0.00 
 1.53 
(2.32)
 35.65 
MLABX  1.41 (0.42) 0.00 (0.29) 0.00 
 0.00 
 1.52 
(2.31)
 35.75 
MLAAX  1.08 (0.20) 0.00 (0.15) 0.00 
 0.00 
 1.51 
(2.29)
 21.05 
MLAIX  0.74  0.08  0.05  0.11  1.12 
(0.73)
 1.48 
(1.42)
 6.38 
MLRMX  1.11 (0.21) 0.00 (0.16) 0.00 
 0.00 
 1.51 
(2.25)
 22.17 
MMHAX  0.23 (0.04) 0.00  0.67  0.00 
 0.00 
 0.42 
(0.58)
 2.02 
MMHDX  0.23 (0.04) 0.00  0.70  0.00 
 0.00 
 0.42 
(0.58)
 2.02 
All Fundamental Data

Mainstay Epoch Competitive Analysis

The better you understand Mainstay Epoch competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Mainstay Epoch's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Mainstay Epoch's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
MOPAX MKHCX MKTBX MKTRX MLACX MLABX MLAAX MLAIX MLRMX MMHAX
 0.95 
 25.58 
Mainstay
 0.19 
 5.16 
Mainstay
 0.22 
 9.28 
Mainstay
 0.84 
 20.41 
Mainstay
 0.93 
 4.36 
Mainstay
 0.92 
 4.39 
Mainstay
 0.94 
 9.69 
Mainstay
 0.84 
 12.01 
Mainstay
 0.89 
 9.05 
Mainstay
 0.25 
 11.81 
Mainstay
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Relatively risky
Relatively risky
Somewhat reliable
Very steady
Somewhat reliable
Very steady
Market Performance
(90 Days Performance)
Insignificant
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
OK
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Under Valued
Under Valued
Fairly Valued
Under Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Cautious Hold
Cautious Hold
Strong Hold
Hold
Hold
Hold
Buy
Hold
Sell
Net Asset
294.59 M
10.26 B
8.29 B
1.1 B
12.98 B
12.98 B
12.98 B
12.98 B
13.75 B
7.81 B
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1 K
N/A
Price To Book
1.94
N/A
N/A
2.39
4.53
4.53
4.74
4.53
N/A
N/A
Five Year Return
7.01
3.01
0.75
4.04
16.94
16.95
18.01
18.53
N/A
1.95
One Year Return
28.26
8.11
3.45
14.84
34.19
35.75
35.75
39.18
N/A
7.62
Last Dividend Paid
0.07
0.02
0.02
0.01
N/A
N/A
N/A
N/A
N/A
0.03
Price To Earning
19.72
N/A
N/A
17.09
27.32
27.32
27.88
27.32
N/A
N/A
Price To Sales
1.16
N/A
N/A
1.59
2.74
2.74
2.82
2.74
N/A
N/A
Cash Position Weight
0.83
6.35
14.05
-20.6
0.92
0.92
0.92
0.92
0.62
9.42
Equity Positions Weight
99.49
2.51
N/A
63.07
99.66
99.66
99.66
99.66
99.38
N/A
Three Year Return
4.67
2.4
-1.19
2.21
8.52
9.68
9.58
9.46
N/A
-0.44
Annual Yield
0.0011
0.0503
0.0062
0.0195
N/A
N/A
N/A
N/A
N/A
0.0028
Year To Date Return
23.77
6.1
1.77
12.93
32.84
34.12
34.09
33.99
N/A
5.14
Bond Positions Weight
N/A
10.63
0.77
5.16
N/A
N/A
N/A
N/A
N/A
13.26
Ten Year Return
6.88
5.1
4.49
7.01
14.31
14.33
15.27
15.56
N/A
6.33
Day Typical Price
25.58
5.16
9.28
20.41
4.36
4.39
9.69
12.01
9.05
11.81
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
Period Momentum Indicator
0.24
0.01
0.02
0.17
0.04
0.04
0.09
0.1
0.08
0.03
Rate Of Daily Change
1.01
1.0
1.0
1.01
1.01
1.01
1.01
1.01
1.01
1.0
Day Median Price
25.58
5.16
9.28
20.41
4.36
4.39
9.69
12.01
9.05
11.81
Price Action Indicator
0.12
0.005
0.01
0.085
0.02
0.02
0.045
0.05
0.04
0.015
Relative Strength Index
59.57
58.5
66.54
51.58
16.54
16.87
25.1
62.43
24.25
67.56
Coefficient Of Variation
2069.15
(1,306)
(1,000)
(912.96)
(1,080)
(1,088)
(1,529)
979.77
(1,455)
(1,107)
Mean Deviation
0.9288
0.1321
0.1866
0.3689
1.39
1.41
1.08
0.7379
1.11
0.2342
Jensen Alpha
0.0221
(0.03)
(0.04)
(0.08)
(0.43)
(0.42)
(0.20)
0.0762
(0.21)
(0.04)
Total Risk Alpha
0.017
(0.03)
(0.04)
(0.08)
(0.51)
(0.51)
(0.24)
0.0667
(0.26)
(0.05)
Sortino Ratio
0.0257
N/A
N/A
N/A
N/A
N/A
N/A
0.0548
N/A
N/A
Downside Variance
1.54
N/A
N/A
N/A
N/A
N/A
N/A
1.81
N/A
N/A
Standard Deviation
1.33
0.1885
0.2715
0.5319
4.19
4.19
2.48
1.04
2.6
0.358
Kurtosis
5.37
2.78
2.83
6.72
58.0
57.72
44.15
2.61
45.73
4.29
Potential Upside
1.89
0.1927
0.3222
0.7652
1.53
1.52
1.51
1.48
1.51
0.4202
Treynor Ratio
0.0375
(0.21)
1.82
(0.12)
(0.30)
(0.29)
(0.15)
0.1088
(0.16)
0.6734
Maximum Drawdown
9.95
0.9608
1.5
3.39
35.65
35.75
21.05
6.38
22.17
2.02
Variance
1.76
0.0355
0.0737
0.2829
17.54
17.53
6.15
1.07
6.77
0.1282
Market Risk Adjusted Performance
0.0475
(0.20)
1.83
(0.11)
(0.29)
(0.28)
(0.14)
0.1188
(0.15)
0.6834
Risk Adjusted Performance
0.0423
(0.09)
(0.1)
(0.09)
(0.07)
(0.06)
(0.05)
0.0832
(0.05)
(0.08)
Skewness
0.7531
(1.25)
(0.87)
(1.57)
(7.40)
(7.37)
(6.10)
(0.89)
(6.25)
(1.22)
Semi Deviation
1.17
N/A
N/A
N/A
N/A
N/A
N/A
1.12
N/A
N/A
Information Ratio
0.0241
(0.25)
(0.22)
(0.17)
(0.10)
(0.1)
(0.08)
0.071
(0.08)
(0.18)
Value At Risk
(1.83)
(0.38)
(0.53)
(0.90)
(2.32)
(2.31)
(2.29)
(1.42)
(2.25)
(0.58)
Expected Short fall
(0.99)
N/A
N/A
N/A
N/A
N/A
N/A
(0.73)
N/A
N/A
Downside Deviation
1.24
N/A
N/A
N/A
N/A
N/A
N/A
1.34
N/A
N/A
Semi Variance
1.38
N/A
N/A
N/A
N/A
N/A
N/A
1.25
N/A
N/A

Mainstay Epoch Competition Performance Charts

Five steps to successful analysis of Mainstay Epoch Competition

Mainstay Epoch's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Mainstay Epoch Small in relation to its competition. Mainstay Epoch's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Mainstay Epoch in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Mainstay Epoch's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Mainstay Epoch Small, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Mainstay Epoch position

In addition to having Mainstay Epoch in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Beers Theme or any other thematic opportunities.
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Other Information on Investing in Mainstay Mutual Fund

Mainstay Epoch financial ratios help investors to determine whether Mainstay Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mainstay with respect to the benefits of owning Mainstay Epoch security.
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