Mainstay Epoch Financials
| EPSPX Fund | USD 21.67 0.06 0.28% |
Mainstay |
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 Fund Summary
Mainstay Epoch competes with Franklin Mutual, and T Rowe. The fund generally invests in a diversified portfolio consisting of equity securities of companies located throughout the world, including the U.S., that have a history of attractive dividend yields and positive growth in operating cash flow. It normally invests at least 80 percent of its assets in equity securities of dividend-paying companies across all market capitalizations. The fund may invest up to 20 percent of its net assets in securities issued by companies in emerging markets.Specialization | World Large-Stock Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US56063J8808 |
| Business Address | Mainstay Funds Trust |
| Mutual Fund Family | New York Life Investment Management LLC |
| Mutual Fund Category | World Large-Stock Value |
| Benchmark | NYSE Composite |
| Phone | 800 624 6782 |
| Currency | USD - US Dollar |
You should never invest in Mainstay Epoch Global without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. 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 prospectus and an annual reports, 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 one of the top funds in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Mainstay Epoch Global is roughly 7.21 . 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.
The output start index for this execution was three with a total number of output elements of fifty-eight. 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.
Mainstay Epoch April 25, 2024 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.
| Downside Deviation | 0.6616 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 3.53 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 0.9901 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Mainstay Epoch Global. 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 american community survey. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.