Mainstay Epoch Equity Fund Quote
| EPLIX Fund | USD 21.71 0.12 0.56% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Mainstay Epoch is trading at 21.71 as of the 11th of December 2024; that is 0.56 percent up since the beginning of the trading day. The fund's open price was 21.59. Mainstay Epoch has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2022 and ending today, the 11th of December 2024. Click here to learn more.
The fund generally invests in a diversified portfolio consisting of equity securities of U.S. companies that have a history of attractive dividend yields and positive growth in operating cash flow. It invests at least 80 percent of its assets in equity securities of dividend-paying U.S. More on Mainstay Epoch Equity
Moving together with Mainstay Mutual Fund
| 0.78 | MLGRX | Mainstay Large Cap | PairCorr |
| 0.8 | MLINX | Mainstay Large Cap | PairCorr |
| 0.93 | MLRTX | Mainstay Large Cap | PairCorr |
| 0.91 | MLRSX | Mainstay Large Cap | PairCorr |
| 0.82 | MLRRX | Mainstay Large Cap | PairCorr |
Moving against Mainstay Mutual Fund
Mainstay Mutual Fund Highlights
| Fund Concentration | MainStay Funds, Large Value Funds, Large Value, MainStay (View all Sectors) |
| Update Date | 31st of December 2024 |
Mainstay Epoch Equity [EPLIX] is traded in USA and was established 11th of December 2024. 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 minimum initial investment of 2.5 K. Mainstay Epoch Equity is currently producing year-to-date (YTD) return of 22.44% with the current yeild of 0.01%, while the total return for the last 3 years was 9.86%.
Check Mainstay Epoch Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mainstay Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mainstay Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mainstay Epoch Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mainstay Epoch Equity Mutual Fund Constituents
| CMCSA | Comcast Corp | Stock | Communication Services | |
| MMM | 3M Company | Stock | Industrials | |
| KLAC | KLA Tencor | Stock | Information Technology | |
| MO | Altria Group | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TFC | Truist Financial Corp | Stock | Financials | |
| MUSXX | Mainstay Government Liquidity | Money Market Fund | US Money Market Fund | |
| PPL | PPL Corporation | Stock | Utilities |
Mainstay Epoch Equity Risk Profiles
| Mean Deviation | 0.5793 | |||
| Standard Deviation | 1.16 | |||
| Variance | 1.35 | |||
| Risk Adjusted Performance | (0.02) |
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.
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| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |