Mainstay Epoch is trading at 15.70 as of the 28th of November 2024; that is 0.06 percent down since the beginning of the trading day. The fund's open price was 15.71. Mainstay Epoch has about a 21 % 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 Capital are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th 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 earning a high return on their invested capital relative to their cost of capital and that have positive growth in operating cash flow. More on Mainstay Epoch Capital
Mainstay Epoch Capital [MECVX] is traded in USA and was established 28th of November 2024. Mainstay Epoch is listed under MainStay category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of MainStay family. This fund now has accumulated 119.63 M in assets with minimum initial investment of 2.5 K. Mainstay Epoch Capital is currently producing year-to-date (YTD) return of 12.91% with the current yeild of 0.0%, while the total return for the last 3 years was 5.85%.
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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 Capital 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 Capital Mutual Fund Constituents
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.