Mainstay Epoch Global Fund Quote
| EPSIX Fund | USD 24.35 0.16 0.66% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Mainstay Epoch is trading at 24.35 as of the 24th of November 2024; that is 0.66 percent up since the beginning of the trading day. The fund's open price was 24.19. Mainstay Epoch has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Mainstay Epoch Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. Click here to learn more.
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. More on Mainstay Epoch Global
Mainstay Mutual Fund Highlights
| Fund Concentration | MainStay Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, MainStay (View all Sectors) |
| Update Date | 30th of September 2024 |
Mainstay Epoch Global [EPSIX] is traded in USA and was established 24th of November 2024. Mainstay Epoch is listed under MainStay category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of MainStay family. This fund currently has accumulated 2.9 B in assets under management (AUM) with no minimum investment requirementsMainstay Epoch Global is currently producing year-to-date (YTD) return of 17.04% with the current yeild of 0.02%, while the total return for the last 3 years was 8.57%.
Check Mainstay Epoch Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mainstay Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mainstay Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mainstay Epoch Global Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mainstay Epoch Global Mutual Fund Constituents
| T | ATT Inc | Stock | Communication Services | |
| PPL | PPL Corporation | Stock | Utilities | |
| FE | FirstEnergy | Stock | Utilities | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| VZ | Verizon Communications | Stock | Communication Services | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| MUSXX | Mainstay Government Liquidity | Money Market Fund | US Money Market Fund |
Mainstay Epoch Global Risk Profiles
| Mean Deviation | 0.4651 | |||
| Semi Deviation | 0.4976 | |||
| Standard Deviation | 0.569 | |||
| Variance | 0.3238 |
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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