Mainstay Epoch International Fund Quote
| ICEUX Fund | USD 39.81 0.23 0.58% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Mainstay Epoch is trading at 39.81 as of the 4th of December 2024; that is 0.58 percent increase since the beginning of the trading day. The fund's open price was 39.58. Mainstay Epoch has about a 22 % 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. Equity ratings for Mainstay Epoch International are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing in a portfolio consisting mostly of foreign equity securities, which may include companies in emerging markets. It will invest at least 80 percent of its assets in foreign equity securities. More on Mainstay Epoch International
Moving against Mainstay Mutual Fund
Mainstay Mutual Fund Highlights
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Mainstay Epoch International [ICEUX] is traded in USA and was established 4th of December 2024. Mainstay Epoch is listed under New York Life Investment Management LLC category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of New York Life Investment Management LLC family. This fund currently has accumulated 220.97 M in assets under management (AUM) with no minimum investment requirementsMainstay Epoch Inter is currently producing year-to-date (YTD) return of 0.73% with the current yeild of 0.02%, while the total return for the last 3 years was 1.17%.
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 International 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 International Mutual Fund Constituents
| ABLZF | ABB | Pink Sheet | Electrical Equipment & Parts | |
| AKZOF | Akzo Nobel NV | OTC Stock | Specialty Chemicals | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| MUSXX | Mainstay Government Liquidity | Money Market Fund | US Money Market Fund | |
| NOVN | Novan Inc | Stock | Health Care | |
| NPPXF | Nippon Telegraph Telephone | Pink Sheet | Telecom Services | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General |
Mainstay Epoch Top Holders
| MGXBX | Mainstay Growth Allocation | Mutual Fund | Allocation--85%+ Equity | |
| MMRAX | Mainstay Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| MGDNX | Mainstay Moderate Growth | Mutual Fund | Allocation--70% to 85% Equity | |
| MGXIX | Mainstay Growth Allocation | Mutual Fund | Allocation--85%+ Equity | |
| MGXRX | Mainstay Growth Allocation | Mutual Fund | Allocation--85%+ Equity | |
| MGXAX | Mainstay Growth Allocation | Mutual Fund | Allocation--85%+ Equity | |
| MGXNX | Mainstay Growth Allocation | Mutual Fund | Allocation--85%+ Equity | |
| MGXCX | Mainstay Growth Allocation | Mutual Fund | Allocation--85%+ Equity |
Mainstay Epoch Inter Risk Profiles
| Mean Deviation | 0.6099 | |||
| Standard Deviation | 0.7636 | |||
| Variance | 0.583 | |||
| Risk Adjusted Performance | (0.13) |
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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