Mainstay Epoch is trading at 26.35 as of the 3rd of December 2024; that is 0.38 percent down since the beginning of the trading day. The fund's open price was 26.45. Mainstay Epoch has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Mainstay Epoch Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2024 and ending today, the 3rd of December 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its assets in the securities of U.S. companies with market capitalizations at the time of investment that are similar to the market capitalizations of companies within the collective range of the Russell 2000 Index and Russell Microcap Index. More on Mainstay Epoch Small
Mainstay Epoch Small [MOINX] is traded in USA and was established 3rd of December 2024. Mainstay Epoch is listed under MainStay category by Fama And French industry classification. The fund is listed under Small Blend category and is part of MainStay family. This fund now has accumulated 596.88 M in assets with no minimum investment requirementsMainstay Epoch Small is currently producing year-to-date (YTD) return of 25.96%, while the total return for the last 3 years was 2.68%.
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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 Small 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.
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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