Mainstay Epoch Financial Statements From 2010 to 2024
| EPLDX Fund | USD 24.34 0.21 0.87% |
Check Mainstay Epoch financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Mainstay Epoch's main balance sheet or income statement drivers, such as , as well as many indicators such as . Mainstay financial statements analysis is a perfect complement when working with Mainstay Epoch Valuation or Volatility modules.
Mainstay |
Mainstay Epoch Equity Mutual Fund Three Year Return Analysis
Mainstay Epoch's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Mainstay Epoch Three Year Return | 10.93 % |
Most of Mainstay Epoch's fundamental indicators, such as Three 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 Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Mainstay Epoch Equity has a Three Year Return of 10.9345%. This is 26.81% lower than that of the MainStay family and significantly higher than that of the Large Value category. The three year return for all United States funds is notably lower than that of the firm.
Mainstay Epoch Equity 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 Equity is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 1,194 of Year To Date Return per Annual Yield. 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.About Mainstay Epoch Financial Statements
Mainstay Epoch investors use historical fundamental indicators, such as Mainstay Epoch's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Mainstay Epoch. Please read more on our technical analysis and fundamental analysis pages.
The fund generally invests in a diversified portfolio consisting of equity securities of U.S. companies that have a history of attractive dividend yields and positive growth in operating cash flow. It invests at least 80 percent of its assets in equity securities of dividend-paying U.S. companies across all market capitalizations. The fund may invest up to 15 percent of its net assets in foreign securities.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Mainstay Mutual Fund
Mainstay Epoch financial ratios help investors to determine whether Mainstay Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mainstay with respect to the benefits of owning Mainstay Epoch security.
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