Mainstay Fundamentals

EPSHX -  USA Fund  

USD 21.11  0.02  0.09%

Mainstay Epoch Global fundamentals help investors to digest information that contributes to Mainstay Epoch's financial success or failures. It also enables traders to predict the movement of Mainstay Mutual Fund. This fundamental analysis module provides a way for investors to measures Mainstay Epoch's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Mainstay Epoch mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Mainstay Fundamentals 

 
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Mainstay Five Year Return Analysis

Mainstay Epoch's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Mainstay Epoch Five Year Return

    
  0.86 %  
Most of Mainstay Epoch's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mainstay Epoch Global is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Mainstay Epoch Five Year Return Component Assessment

According to the company disclosure, Mainstay Epoch Global has a Five Year Return of 0.86%. This is much higher than that of the Category family and significantly higher than that of the Family category. The five year return for all United States funds is notably lower than that of the firm.

Mainstay Epoch Global Fundamental Drivers 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 # 4 fund in cash position weight among similar funds. It is rated # 2 fund in ten year return among similar funds reporting about  3.57  of Ten Year Return per Cash Position Weight. . 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 Net Asset Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Mainstay Epoch's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Mainstay Epoch could also be used in its relative valuation, which is a method of valuing Mainstay Epoch by comparing valuation metrics of similar companies.
Mainstay Epoch is currently under evaluation in net asset among similar funds.

Fund Asset Allocation for Mainstay Epoch

The fund consists of 98.09% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Mainstay Fundamentals

About Mainstay Epoch Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Mainstay Epoch Global's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mainstay Epoch using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mainstay Epoch Global based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.

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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Global Correlations

Find global opportunities by holding instruments from different markets
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Pair Trading with Mainstay Epoch

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Mainstay Epoch position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Mainstay Epoch will appreciate offsetting losses from the drop in the long position's value.

Mainstay Epoch Pair Correlation

Equities Pair Trading Analysis

Correlation analysis and pair trading evaluation for Mainstay Epoch and Dodge Cox Global. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
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Continue to Mainstay Epoch Piotroski F Score and Mainstay Epoch Altman Z Score analysis. 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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

Complementary Tools for Mainstay Mutual Fund analysis

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.