Mainstay Epoch Equity Fund Quote

EPLDX Fund  USD 21.78  0.06  0.27%   

Performance

Insignificant

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Mainstay Epoch is trading at 21.78 as of the 21st of March 2025; that is 0.27% down since the beginning of the trading day. The fund's open price was 21.84. Mainstay Epoch has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The investment seeks current income and capital appreciation. Mainstay Epoch is traded on NASDAQ Exchange in the United States. More on Mainstay Epoch Equity

Moving together with Mainstay Mutual Fund

  0.9MSMIX Mainstay Map EquityPairCorr
  0.8MDHVX Mainstay Short DurationPairCorr
  0.97VVIAX Vanguard Value IndexPairCorr
  0.86DOXGX Dodge Cox StockPairCorr

Mainstay Mutual Fund Highlights

Fund ConcentrationMainStay Funds, Large Value Funds, Large Value, MainStay, Large Value, Large Value (View all Sectors)
Update Date31st of March 2025
Mainstay Epoch Equity [EPLDX] is traded in USA and was established 21st of March 2025. Mainstay Epoch is listed under MainStay category by Fama And French industry classification. The fund is listed under Large Value category and is part of MainStay family. This fund currently has accumulated 1.1 B in assets under management (AUM) with no minimum investment requirementsMainstay Epoch Equity is currently producing year-to-date (YTD) return of 1.36% with the current yeild of 0.02%, while the total return for the last 3 years was 10.23%.
Check Mainstay Epoch Probability Of Bankruptcy

Instrument Allocation

Top Mainstay Epoch Equity Mutual Fund Constituents

PPLPPL CorporationStockUtilities
PFEPfizer IncStockHealth Care
EMREmerson ElectricStockIndustrials
ALLYAlly FinancialStockFinancials
AMGNAmgen IncStockHealth Care
ETREntergyStockUtilities
CMECME GroupStockFinancials
WECWEC Energy GroupStockUtilities
More Details

Mainstay Epoch Top Holders

MMRBXMainstay Moderate AllocationMutual FundAllocation--50% to 70% Equity
MGDBXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
MCKCXMainstay Servative AllocationMutual FundAllocation--30% to 50% Equity
MGDAXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
MGXCXMainstay Growth AllocationMutual FundAllocation--85%+ Equity
MMRCXMainstay Moderate AllocationMutual FundAllocation--50% to 70% Equity
MCKNXMainstay Servative AllocationMutual FundAllocation--30% to 50% Equity
MGXSXMainstay Equity AllocationMutual FundAllocation--85%+ Equity
More Details

Mainstay Epoch Equity Risk Profiles

Mainstay Epoch Against Markets

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.
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.