Mainstay Epoch Mutual Fund Money Managers
| EPLIX Fund | USD 20.48 0.02 0.1% |
Break down of Mainstay Epoch's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Mainstay Epoch's future under-performance.
| Michael Welhoelter Executive Fund Manager |
| More |
Mainstay |
Mainstay Epoch Net Asset Comparison
Mainstay Epoch Equity is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 102.46 Billion. Mainstay Epoch claims roughly 1.1 Billion in net asset contributing just under 2% to funds under Large Value category.
Mainstay Epoch Equity Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Mainstay Epoch Equity Price Series Summation is a cross summation of Mainstay Epoch price series and its benchmark/peer.
Mainstay Epoch Stakeholder
| Michael Welhoelter | Fund Manager | Profile |
About Mainstay Epoch Management Performance
The success or failure of an entity such as Mainstay Epoch Equity often depends on how effective the management is. Mainstay Epoch management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Mainstay management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Mainstay management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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. companies across all market capitalizations. The fund may invest up to 15 percent of its net assets in foreign securities.
Please note that past performance is not an indicator of the future performance of Mainstay Epoch, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Mainstay Epoch Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.