Mainstay Epoch Small Fund Quote

MOPIX Fund  USD 27.64  0.46  1.69%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 18

 
High
 
Low
Low
Mainstay Epoch is trading at 27.64 as of the 22nd of January 2025; that is 1.69 percent increase since the beginning of the trading day. The fund's open price was 27.18. 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. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 22nd of January 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its assets in the securities of U.S. companies with market capitalizations at the time of investment that are similar to the market capitalizations of companies within the collective range of the Russell 2000 Index and Russell Microcap Index. More on Mainstay Epoch Small

Moving together with Mainstay Mutual Fund

  0.73MKHCX Mainstay High YieldPairCorr
  0.72MKTBX Mainstay Tax FreePairCorr
  0.61MKTRX Mainstay Income BuilderPairCorr

Mainstay Mutual Fund Highlights

Fund ConcentrationNew York Life Investment Management LLC Funds, Large Funds, Small Blend Funds, Small Blend, New York Life Investment Management LLC (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Mainstay Epoch Small [MOPIX] is traded in USA and was established 22nd of January 2025. Mainstay Epoch is listed under New York Life Investment Management LLC category by Fama And French industry classification. The fund is listed under Small Blend category and is part of New York Life Investment Management LLC family. This fund now has accumulated 294.59 M in assets with no minimum investment requirementsMainstay Epoch Small is currently producing year-to-date (YTD) return of 1.57% with the current yeild of 0.0%, while the total return for the last 3 years was 2.04%.
Check Mainstay Epoch Probability Of Bankruptcy

Instrument Allocation

Top Mainstay Epoch Small Mutual Fund Constituents

SABRSabre CorpoStockIndustrials
EGBNEagle BancorpStockFinancials
FUNSix Flags EntertainmentStockConsumer Discretionary
PORPortland General ElectricStockUtilities
MUSXXMainstay Government LiquidityMoney Market FundUS Money Market Fund
EMEEMCOR GroupStockIndustrials
DANDana IncStockConsumer Discretionary
WWDWoodwardStockIndustrials
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Mainstay Epoch Top Holders

MGDBXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
MGXRXMainstay Growth AllocationMutual FundAllocation--85%+ Equity
MGDAXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
MGXCXMainstay Growth AllocationMutual FundAllocation--85%+ Equity
MGXBXMainstay Growth AllocationMutual FundAllocation--85%+ Equity
MGDIXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
MGXIXMainstay Growth AllocationMutual FundAllocation--85%+ Equity
MGDNXMainstay Moderate GrowthMutual FundAllocation--70% to 85% Equity
More Details

Mainstay Epoch Small 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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