Mainstay Epoch Last Dividend Paid vs. Minimum Initial Investment
| EPSPX Fund | USD 21.17 0.02 0.09% |
For Mainstay Epoch profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mainstay Epoch to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mainstay Epoch Global utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mainstay Epoch's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mainstay Epoch Global over time as well as its relative position and ranking within its peers.
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Mainstay Epoch Global Minimum Initial Investment vs. Last Dividend Paid Fundamental Analysis
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. Mainstay Epoch Global is one of the top funds in last dividend paid among similar funds. It is one of the top funds in minimum initial investment among similar funds making about 83,333 of Minimum Initial Investment per Last Dividend Paid. 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 Minimum Initial Investment vs. Last Dividend Paid
Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
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| = | 0.18 |
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Mainstay Epoch |
| = | 15 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Mainstay Epoch Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Mainstay Epoch, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mainstay Epoch will eventually generate negative long term returns. The profitability progress is the general direction of Mainstay Epoch's change in net profit over the period of time. It can combine multiple indicators of Mainstay Epoch, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Mainstay Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Mainstay Epoch. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Mainstay Epoch position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Mainstay Epoch's important profitability drivers and their relationship over time.
Use Mainstay Epoch in pair-trading
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 Trading
Mainstay Epoch Global Pair Trading Analysis
The ability to find closely correlated positions to Mainstay Epoch could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mainstay Epoch when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Mainstay Epoch - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Mainstay Epoch Global to buy it.
The correlation of Mainstay Epoch is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Mainstay Epoch moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mainstay Epoch Global moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Mainstay Epoch can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Mainstay Epoch position
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.Did You Try This Idea?
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Macroaxis Picks
Daily selected watch list of stocks of large companies handpicked by Macroaxis Team based on their diversification potential. The Macroaxis Picks theme has 48 constituents at this time.
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 Macroaxis Picks Theme or any other thematic opportunities.
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Check out Investing Opportunities. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
To fully project Mainstay Epoch's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mainstay Epoch Global at a specified time, usually calculated after every quarter, six months, or one year. 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.