Mainstay Epoch Small Fund Quote
| MOPAX Fund | USD 25.58 0.24 0.95% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Mainstay Epoch is trading at 25.58 as of the 22nd of December 2024; that is 0.95% up since the beginning of the trading day. The fund's open price was 25.34. Mainstay Epoch has about a 21 % 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 22nd of November 2024 and ending today, the 22nd 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 Mutual Fund Highlights
| Fund Concentration | New York Life Investment Management LLC Funds, Large Funds, Small Blend Funds, Small Blend, New York Life Investment Management LLC (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Mainstay Epoch Small [MOPAX] is traded in USA and was established 22nd 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 Small Blend category and is part of New York Life Investment Management LLC family. This fund now has accumulated 294.59 M in assets with no minimum investment requirementsMainstay Epoch Small is currently producing year-to-date (YTD) return of 23.77% with the current yeild of 0.0%, while the total return for the last 3 years was 4.67%.
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 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.
Top Mainstay Epoch Small Mutual Fund Constituents
| LNTH | Lantheus Holdings | Stock | Health Care | |
| JELD | Jeld Wen Holding | Stock | Industrials | |
| HGV | Hilton Grand Vacations | Stock | Consumer Discretionary | |
| NVR | NVR Inc | Stock | Consumer Discretionary | |
| SCI | Service International | Stock | Consumer Discretionary | |
| CRUS | Cirrus Logic | Stock | Information Technology | |
| MUSA | Murphy USA | Stock | Consumer Discretionary | |
| PZZA | Papa Johns International | Stock | Consumer Discretionary |
Mainstay Epoch Small Risk Profiles
| Mean Deviation | 0.9288 | |||
| Semi Deviation | 1.17 | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.76 |
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.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |