Mainstay Mutual Fund Financials

EPSPX -  USA Fund  

USD 20.14  0.08  0.40%

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.
Use fundamental data analysis to check out all available financial ratios of Mainstay Epoch Global to find out if markets are presently mispricing the entity. We were able to interpolate data for fifteen available fundamentals for Mainstay Epoch, which can be compared to its peers in the industry. Use Mainstay Epoch Global number of employees and net asset to make sure your decision on pricing Mainstay Epoch Global is adequate. Use Mainstay Epoch to enhance returns of your portfolios. The fund experiences a normal upward fluctuation. Check odds of Mainstay Epoch to be traded at $21.15 in 90 days.

Mainstay Fundamentals 

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 20
Mainstay Epoch Global has less than 20 (%) 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 Vanguard Index, Vanguard Index, Vanguard Total, Vanguard Total, and Vanguard Total. 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
Phone800 624 6782
CurrencyUSD - US Dollar

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 below average in last dividend paid among similar funds. It is rated below average in minimum initial investment among similar funds making about  83,333  of Minimum Initial Investment per Last Dividend Paid.

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 seven with a total number of output elements of fifty-four. 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. View also all equity analysis or get more info about beta statistic functions indicator.

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.

Mainstay Epoch October 19, 2021 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 Deviation0.7172
Information Ratio(0.042499)
Maximum Drawdown2.54
Value At Risk(1.34)
Potential Upside1.0
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 Price Transformation module to use Price Transformation models to analyze depth of different equity instruments across global markets.

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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.