Mainstay Epoch Us Fund Quote

EPLIX Fund  USD 21.08  0.30  1.44%   

Performance

18 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 32

 
100  
 
Zero
Below Average
Mainstay Epoch is trading at 21.08 as of the 28th of March 2024; that is 1.44 percent increase since the beginning of the trading day. The fund's open price was 20.78. Mainstay Epoch has about a 32 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Mainstay Epoch Us are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of January 2024 and ending today, the 28th of March 2024. Click here to learn more.
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. More on Mainstay Epoch Us

Moving together with Mainstay Mutual Fund

  0.9MBERX Mainstay Balanced FundPairCorr
  0.82MSYEX Mainstay Mackay UncoPairCorr
  0.8MSYDX Mainstay UnconstrainedPairCorr
  0.89MBINX Mainstay Balanced FundPairCorr
  0.83ICELX Mainstay Epoch InterPairCorr

Mainstay Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Mainstay Epoch's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Mainstay Epoch or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationMainStay Funds, Large Value Funds, Large Value, MainStay (View all Sectors)
Update Date31st of March 2024
Mainstay Epoch Us [EPLIX] is traded in USA and was established 28th of March 2024. Mainstay Epoch is listed under MainStay category by Fama And French industry classification. The fund is listed under Large Value category and is part of MainStay family. This fund currently has accumulated 1.1 B in assets under management (AUM) with minimum initial investment of 2.5 K. Mainstay Epoch Us is currently producing year-to-date (YTD) return of 6.67% with the current yeild of 0.02%, while the total return for the last 3 years was 7.82%.
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 Us 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 Us Mutual Fund Constituents

ETNEaton PLCStockIndustrials
HDHome DepotStockConsumer Discretionary
METMetLifeStockFinancials
KMBKimberly ClarkStockConsumer Staples
PFEPfizer IncStockHealth Care
JNJJohnson JohnsonStockHealth Care
WMTWalmartStockConsumer Staples
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Mainstay Epoch Target Price Odds Analysis

Based on a normal probability distribution, the odds of Mainstay Epoch jumping above the current price in 90 days from now is about 1.19%. The Mainstay Epoch Us probability density function shows the probability of Mainstay Epoch mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Mainstay Epoch Us has a beta of -0.1229 suggesting as returns on benchmark increase, returns on holding Mainstay Epoch are expected to decrease at a much lower rate. During the bear market, however, Mainstay Epoch Us is likely to outperform the market. Additionally, mainstay Epoch Us has an alpha of 0.132, implying that it can generate a 0.13 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 21.08HorizonTargetOdds Above 21.08
98.77%90 days
 21.08 
1.19%
Based on a normal probability distribution, the odds of Mainstay Epoch to move above the current price in 90 days from now is about 1.19 (This Mainstay Epoch Us probability density function shows the probability of Mainstay Mutual Fund to fall within a particular range of prices over 90 days) .

Mainstay Epoch Us Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Mainstay Epoch market risk premium is the additional return an investor will receive from holding Mainstay Epoch long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Mainstay Epoch. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Mainstay Epoch's alpha and beta are two of the key measurements used to evaluate Mainstay Epoch's performance over the market, the standard measures of volatility play an important role as well.

Mainstay Epoch Against Markets

Picking the right benchmark for Mainstay Epoch mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Mainstay Epoch mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Mainstay Epoch is critical whether you are bullish or bearish towards Mainstay Epoch Us at a given time. Please also check how Mainstay Epoch's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Mainstay Epoch without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Mainstay Mutual Fund?

Before investing in Mainstay Epoch, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Mainstay Epoch. To buy Mainstay Epoch fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Mainstay Epoch. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Mainstay Epoch fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Mainstay Epoch Us fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Mainstay Epoch Us fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Mainstay Epoch Us, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Mainstay Epoch Us?

The danger of trading Mainstay Epoch Us is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Mainstay Epoch is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Mainstay Epoch. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Mainstay Epoch Us is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Mainstay Epoch Us. 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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

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When running Mainstay Epoch's price analysis, check to measure Mainstay Epoch's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Mainstay Epoch is operating at the current time. Most of Mainstay Epoch's value examination focuses on studying past and present price action to predict the probability of Mainstay Epoch's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Mainstay Epoch's price. Additionally, you may evaluate how the addition of Mainstay Epoch to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Mainstay Epoch's value and its price as these two are different measures arrived at by different means. Investors typically determine if Mainstay Epoch is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Mainstay Epoch's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.