Mainstay Epoch Small Fund Quote
| MOTBX Fund | USD 20.11 0.15 0.74% |
Performance6 of 100
| Odds Of DistressLess than 21
|
Mainstay Epoch is trading at 20.11 as of the 1st of February 2025; that is 0.74 percent decrease since the beginning of the trading day. The fund's open price was 20.26. 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. The performance scores are derived for the period starting the 7th of February 2024 and ending today, the 1st of February 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
Mainstay Mutual Fund Highlights
| Fund Concentration | New York Life Investment Management LLC Funds, Large Funds, Small Blend Funds, Small Blend, New York Life Investment Management LLC (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Mainstay Epoch Small [MOTBX] is traded in USA and was established 1st of February 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 3.24%, while the total return for the last 3 years was 3.74%.
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 Small 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 Small Mutual Fund Constituents
| TDOC | Teladoc | Stock | Health Care | |
| ATKR | Atkore International Group | Stock | Industrials | |
| IWM | iShares Russell 2000 | Etf | Small Blend | |
| BJ | BJs Wholesale Club | Stock | Consumer Staples | |
| QUOT | Quotient Technology | Stock | Consumer Discretionary | |
| BRKR | Bruker | Stock | Health Care | |
| TCBI | Texas Capital Bancshares | Stock | Financials | |
| KEX | Kirby | Stock | Industrials |
Mainstay Epoch Small Risk Profiles
| Mean Deviation | 0.9406 | |||
| Semi Deviation | 1.11 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.79 |
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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