Mainstay Mutual Fund Financials

EPSHX -  USA Fund  

USD 19.17  0.07  0.36%

Understanding current and past Mainstay Epoch Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Mainstay Epoch's financial statements are interrelated, with each one affecting the others. For example, an increase in Mainstay Epoch's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Mainstay Epoch's financials over time to get the whole picture.
You can employ fundamental analysis to find out if Mainstay Epoch Global is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We have analyze and collected data for eleven available fundamentals for Mainstay Epoch, which can be compared to its peers in the industry. Please exercise Mainstay Epoch Global three year return and equity positions weight to make a decision on whether Mainstay Epoch Global is priced favorably. Use Mainstay Epoch to protect your portfolios against small market fluctuations. The fund experiences a normal downward trend and little activity. Check odds of Mainstay Epoch to be traded at $18.98 in 90 days.
With this module, you can analyze Mainstay financials for your investing period. You should be able to track the changes in Mainstay Epoch individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Chance Of Financial Distress
Less than 28
Mainstay Epoch Global has less than 28 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Mainstay Epoch mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Mainstay Epoch's official financial statements usually reflect Mainstay Epoch's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Mainstay Epoch Global. For example, before you start analyzing numbers published by Mainstay accountants, it's critical to develop an understanding of what Mainstay Epoch's liquidity, profitability, and earnings quality are in the context of the New York Life Investment Management LLC space in which it operates.
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. .

Mainstay Epoch Company Summary

Mainstay Epoch competes with Mutual Global, and Templeton Growth. The investment seeks a high level of income capital appreciation is a secondary investment objective. Mainstay Epoch is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressMainstay Funds Trust
Mutual Fund FamilyNew York Life Investment Management LLC
Mutual Fund CategoryWorld Large-Stock Value
Phone800 624 6782
CurrencyUSD - US Dollar
You should never invest in Mainstay Epoch without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Mainstay Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Mainstay Epoch's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Mainstay Epoch Key Financial Ratios

Generally speaking, Mainstay Epoch's financial ratios allow both analysts and investors to convert raw data from Mainstay Epoch's financial statements into concise, actionable information that can be used to evaluate the performance of Mainstay Epoch over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Mainstay Epoch Global reports annually and quarterly.

Mainstay Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Mainstay Epoch's current stock value. Our valuation model uses many indicators to compare Mainstay Epoch value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mainstay Epoch competition to find correlations between indicators driving Mainstay Epoch's intrinsic value. More Info.
Mainstay Epoch Global is rated # 3 fund in net asset among similar funds. It is rated # 3 fund in cash position weight among similar funds . The ratio of Net Asset to Cash Position Weight for Mainstay Epoch Global is about  1,812,500,000 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Mainstay Epoch by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mainstay Epoch's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mainstay Epoch's earnings, one of the primary drivers of an investment's value.

Mainstay Epoch Global Systematic Risk

Mainstay Epoch's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Mainstay Epoch volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Mainstay Epoch Global correlated with the market. If Beta is less than 0 Mainstay Epoch generally moves in the opposite direction as compared to the market. If Mainstay Epoch Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Mainstay Epoch Global is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Mainstay Epoch is generally in the same direction as the market. If Beta > 1 Mainstay Epoch moves generally in the same direction as, but more than the movement of the benchmark.

About Mainstay Epoch Financials

What exactly are Mainstay Epoch Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Mainstay Epoch's income statement, its balance sheet, and the statement of cash flows. Potential Mainstay Epoch investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Mainstay Epoch investors may use each financial statement separately, they are all related. The changes in Mainstay Epoch's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Mainstay Epoch's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Mainstay Epoch is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Mainstay grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Mainstay Epoch Global is rated # 3 fund in net asset among similar funds. Total Asset Under Management (AUM) of World Large-Stock Value category is currently estimated at about 19.59 Billion. Mainstay Epoch holds roughly 1.16 Billion in net asset claiming about 6% of World Large-Stock Value category.

Mainstay Epoch May 22, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Mainstay Epoch help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Mainstay Epoch Global. We use our internally-developed statistical techniques to arrive at the intrinsic value of Mainstay Epoch Global based on widely used predictive technical indicators. In general, we focus on analyzing Mainstay Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Mainstay Epoch's daily price indicators and compare them against related drivers.
Information Ratio0.0608
Maximum Drawdown5.48
Value At Risk(2.23)
Potential Upside1.79
Continue to Investing Opportunities. Note that the Mainstay Epoch Global information on this page should be used as a complementary analysis to other Mainstay Epoch's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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When running Mainstay Epoch Global 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 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 Mainstay Epoch value 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.