Mainstay Epoch Small Fund Quote

MOPCX Fund  USD 20.36  0.18  0.88%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Mainstay Epoch is trading at 20.36 as of the 16th of December 2024; that is 0.88 percent decrease since the beginning of the trading day. The fund's open price was 20.54. Mainstay Epoch has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 16th of November 2024 and ending today, the 16th 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 ConcentrationNew York Life Investment Management LLC Funds, Large Funds, Small Blend Funds, Small Blend, New York Life Investment Management LLC (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Mainstay Epoch Small [MOPCX] is traded in USA and was established 16th 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 24.96%, while the total return for the last 3 years was 3.57%.
Check Mainstay Epoch Probability Of Bankruptcy

Instrument Allocation

Top Mainstay Epoch Small Mutual Fund Constituents

OISOil States InternationalStockEnergy
FUNSix Flags EntertainmentStockConsumer Discretionary
IWMiShares Russell 2000EtfSmall Blend
EHCEncompass Health CorpStockHealth Care
EGBNEagle BancorpStockFinancials
LADLithia MotorsStockConsumer Discretionary
SPSCSPS CommerceStockInformation Technology
DANDana IncStockConsumer Discretionary
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Mainstay Epoch Small 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.
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