Mainstay Mutual Fund Quote

EPSHX -  USA Fund  

USD 21.11  0.02  0.09%

Market Performance
7 of 100
Odds Of Distress
Less than 21
Mainstay Epoch is trading at 21.11 as of the 19th of January 2022; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 21.09. Mainstay Epoch has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Mainstay Epoch Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of January 2020 and ending today, the 19th of January 2022. Click here to learn more.
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.. More on Mainstay Epoch Global

Mainstay Epoch 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. If you consider yourself one of those investors, make sure you clearly understand your entering position. 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.
The fund generated three year return of -2.0%
Mainstay Epoch Global retains 98.09% of its assets under management (AUM) in equities
Legal NameMainstay Epoch Global
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Mainstay Epoch's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyUndervalued
Beta In Three Year0.92
Startdate1st of May 2009
Mainstay Epoch Global [EPSHX] is traded in USA and was established 19th of January 2022. The fund is listed under World Large-Stock Value category and is part of New York Life Investment Management LLC family. Mainstay Epoch Global currently has accumulated 1.14 B in assets under management (AUM) with minimum initial investment of 0. , while the total return for the last 3 years was -1.52%.
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 Epoch , and the less return is expected.

Top Mainstay Epoch Global Constituents

Mainstay Epoch Target Price Odds Analysis

What are Mainstay Epoch's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Mainstay Epoch jumping above the current price in 90 days from now is roughly 2.28%. The Mainstay Epoch Global 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 has a beta of 0.0496 suggesting as returns on the market go up, Mainstay Epoch average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Mainstay Epoch Global will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0903, implying that it can generate a 0.0903 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 21.11HorizonTargetOdds Up 21.11 
97.64%90 days
Based on a normal probability distribution, the odds of Mainstay Epoch to move above the current price in 90 days from now is roughly 2.28 (This Mainstay Epoch Global probability density function shows the probability of Mainstay Mutual Fund to fall within a particular range of prices over 90 days) .

Mainstay Epoch Global 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 Global at a given time.

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 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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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 Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

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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.