Mainstay Mutual Fund Buy Hold or Sell Recommendation

EPSHX -  USA Fund  

USD 19.17  0.07  0.36%

Assuming the 90 days horizon and your way above-average risk tolerance, our recommendation regarding Mainstay Epoch Global is 'Cautious Hold'. Macroaxis provides Mainstay Epoch buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EPSHX positions. The advice algorithm takes into account all of Mainstay Epoch's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Mainstay Epoch's buy-and-hold perspective. Continue to Mainstay Epoch Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Mainstay and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Mainstay Epoch Global.

Execute Mainstay Epoch Buy or Sell Advice

The Mainstay recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Mainstay Epoch Global. Macroaxis does not own or have any residual interests in Mainstay Epoch Global or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Mainstay Epoch's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Mainstay EpochBuy Mainstay Epoch
Cautious Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds of Distress

Below AverageDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Mainstay Epoch Global has a Mean Deviation of 0.9211, Standard Deviation of 1.2 and Variance of 1.43
Our investment recommendation tool can cross-verify current analyst consensus on Mainstay Epoch Global and to analyze the entity potential to grow in the current economic cycle. Please exercise Mainstay Epoch Global three year return and equity positions weight to make buy, hold, or sell decision on Mainstay Epoch Global.

Mainstay Epoch Trading Alerts and Improvement Suggestions

Mainstay Epoch generated a negative expected return over the last 90 days
The fund generated three year return of -2.0%
Mainstay Epoch Global retains 99.36% of its assets under management (AUM) in equities

Mainstay Epoch Returns Distribution Density

The distribution of Mainstay Epoch's historical returns is an attempt to chart the future uncertainty of Mainstay Epoch's future price movements. The chart of the probability distribution of Mainstay Epoch stock daily returns describes the distribution of returns around its average expected value. We use Mainstay Epoch Global price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Mainstay Epoch returns is essential to provide solid investment advice for Mainstay Epoch stock.
Mean Return-0.09Value At Risk-2.23
Potential Upside1.79Standard Deviation1.20
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Mainstay Epoch historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Mainstay Epoch Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Mainstay Epoch or New York Life Investment Management LLC sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Mainstay Epoch stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Mainstay stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.11
β
Beta against DOW-0.07
σ
Overall volatility
1.20
Ir
Information ratio 0.06

Mainstay Epoch Volatility Alert

Mainstay Epoch Global exhibits very low volatility with skewness of 0.04 and kurtosis of -0.01. However, we advise investors to further study Mainstay Epoch Global technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Mainstay Epoch's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Mainstay Epoch's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Mainstay Epoch Implied Volatility

Mainstay Epoch's implied volatility exposes the market's sentiment of Mainstay Epoch Global stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Mainstay Epoch's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Mainstay Epoch stock will not fluctuate a lot when Mainstay Epoch's options are near their expiration.

Mainstay Epoch Fundamentals Vs Peers

Comparing Mainstay Epoch's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Mainstay Epoch's direct or indirect competition across all of the common fundamentals between Mainstay Epoch and the related equities. This way, we can detect undervalued stocks with similar characteristics as Mainstay Epoch or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Mainstay Epoch's fundamental indicators could also be used in its relative valuation, which is a method of valuing Mainstay Epoch by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Mainstay Epoch to competition
FundamentalsMainstay EpochPeer Average
One Year Return(5.55) %4.15 %
Three Year Return(1.52) %3.60 %
Five Year Return0.86 %3.24 %
Ten Year Return6.82 %1.79 %
Net Asset1.16 B4.11 B
Last Dividend Paid0.160.65
Cash Position Weight0.64 %10.61 %
Equity Positions Weight99.36 %63.90 %

About Mainstay Epoch Buy or Sell Advice

When is the right time to buy or sell Mainstay Epoch Global? Buying financial instruments such as Mainstay Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Mainstay Epoch investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Mainstay Epoch in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Stores
Stores Theme
Companies providing different types of retail and wholesale services. The Stores theme has 30 constituents.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Stores Theme or any other thematic opportunities.
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Continue to Mainstay Epoch Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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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.