Mainstay Epoch Small Fund Quote

MOPIX Fund  USD 26.85  0.13  0.49%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Mainstay Epoch is trading at 26.85 as of the 24th of July 2025; that is 0.49 percent increase since the beginning of the trading day. The fund's open price was 26.72. Mainstay Epoch has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th of July 2025. 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

Moving together with Mainstay Mutual Fund

  0.86VSCIX Vanguard Small CapPairCorr
  0.86VSCPX Vanguard Small CapPairCorr
  0.86NAESX Vanguard Small CapPairCorr
  0.88FSSNX Fidelity Small CapPairCorr
  0.86DFSTX Us Small CapPairCorr

Moving against Mainstay Mutual Fund

  0.58TRV The Travelers CompaniesPairCorr
  0.47MCD McDonaldsPairCorr
  0.33WMT Walmart Sell-off TrendPairCorr
  0.33PG Procter Gamble Earnings Call This WeekPairCorr

Mainstay Mutual Fund Highlights

Fund ConcentrationSmall Blend, New York Life Investment Management LLC (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Mainstay Epoch Small [MOPIX] is traded in USA and was established 24th of July 2025. 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 0.9% with the current yeild of 0.0%, while the total return for the last 3 years was 9.27%.
Check Mainstay Epoch Probability Of Bankruptcy

Instrument Allocation

Top Mainstay Epoch Small Mutual Fund Constituents

BKUBankUnitedStockFinancials
MUSXXMainstay Government LiquidityMoney Market FundUS Money Market Fund
BLDRBuilders FirstSourceStockIndustrials
BGSBG FoodsStockConsumer Staples
CCSCentury CommunitiesStockConsumer Discretionary
KEXKirbyStockIndustrials
PFGCPerformance Food GroupStockConsumer Staples
OMIOwens MinorStockHealth Care
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Mainstay Epoch Top Holders

MGDBXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
MGDAXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
MGXCXMainstay Growth AllocationMutual FundAllocation--85%+ Equity
MGXBXMainstay Growth AllocationMutual FundAllocation--85%+ Equity
MGXSXMainstay Equity AllocationMutual FundAllocation--85%+ Equity
MGDIXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
MGXIXMainstay Growth AllocationMutual FundAllocation--85%+ Equity
MGDNXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
More Details

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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