Mainstay Epoch Equity Fund Quote

EPLCX Fund  USD 24.13  0.30  1.26%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 18

 
High
 
Low
Low
Mainstay Epoch is trading at 24.13 as of the 22nd of November 2024; that is 1.26 percent increase since the beginning of the trading day. The fund's open price was 23.83. Mainstay Epoch has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Mainstay Epoch Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
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. Mainstay Epoch is traded on NASDAQ Exchange in the United States. More on Mainstay Epoch Equity

Moving together with Mainstay Mutual Fund

  0.72VVIAX Vanguard Value IndexPairCorr
  0.69DOXGX Dodge Cox StockPairCorr
  0.75AFMFX American MutualPairCorr
  0.7FFMMX American Funds AmericanPairCorr
  0.7FFFMX American Funds AmericanPairCorr
  0.74AMRMX American MutualPairCorr

Mainstay Mutual Fund Highlights

Fund ConcentrationLarge Value, New York Life Investment Management LLC, Large Value, Large Value (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Mainstay Epoch Equity [EPLCX] is traded in USA and was established 22nd of November 2024. The fund is listed under Large Value category and is part of New York Life Investment Management LLC family. This fund currently has accumulated 1.04 B in assets under management (AUM) with no minimum investment requirementsMainstay Epoch Equity is currently producing year-to-date (YTD) return of 22.32% with the current yeild of 0.02%, while the total return for the last 3 years was 10.13%.
Check Mainstay Epoch Probability Of Bankruptcy

Instrument Allocation

Top Mainstay Epoch Equity Mutual Fund Constituents

PGProcter GambleStockConsumer Staples
JNJJohnson JohnsonStockHealth Care
VZVerizon CommunicationsStockCommunication Services
ETNEaton PLCStockIndustrials
USBUS BancorpStockFinancials
WMTWalmartStockConsumer Staples
FEFirstEnergyStockUtilities
ETREntergyStockUtilities
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Mainstay Epoch Top Holders

MMRHXMainstay Moderate AllocationMutual FundAllocation--50% to 70% Equity
MGDBXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
MGDNXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
MGXAXMainstay Growth AllocationMutual FundAllocation--85%+ Equity
MMRAXMainstay Moderate AllocationMutual FundAllocation--50% to 70% Equity
MMRCXMainstay Moderate AllocationMutual FundAllocation--50% to 70% Equity
MMRIXMainstay Moderate AllocationMutual FundAllocation--50% to 70% Equity
MMRDXMainstay Moderate AllocationMutual FundAllocation--50% to 70% Equity
More Details

Mainstay Epoch Equity Risk Profiles

Mainstay Epoch Against Markets

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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