Mainstay Epoch Capital Fund Manager Performance Evaluation
| MECFX Fund | USD 16.05 0.30 1.90% |
The fund secures a Beta (Market Risk) of 0.75, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mainstay Epoch's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mainstay Epoch is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Mainstay Epoch Capital are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Mainstay Epoch may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 0.9000 |
Mainstay |
Mainstay Epoch Relative Risk vs. Return Landscape
If you would invest 1,431 in Mainstay Epoch Capital on November 9, 2025 and sell it today you would earn a total of 174.00 from holding Mainstay Epoch Capital or generate 12.16% return on investment over 90 days. Mainstay Epoch Capital is currently producing 0.1963% returns and takes up 1.3011% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Mainstay, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Mainstay Epoch Current Valuation
Undervalued
Today
Please note that Mainstay Epoch's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Mainstay Epoch Capital secures a last-minute Real Value of $16.89 per share. The latest price of the fund is $16.05. We determine the value of Mainstay Epoch Capital from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Mainstay Epoch is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Mainstay Mutual Fund. However, Mainstay Epoch's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.05 | Real 16.89 | Hype 16.05 | Naive 15.47 |
The intrinsic value of Mainstay Epoch's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Mainstay Epoch's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Mainstay Epoch Capital helps investors to forecast how Mainstay mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Mainstay Epoch more accurately as focusing exclusively on Mainstay Epoch's fundamentals will not take into account other important factors: Mainstay Epoch Target Price Odds to finish over Current Price
The tendency of Mainstay Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 16.05 | 90 days | 16.05 | about 19.57 |
Based on a normal probability distribution, the odds of Mainstay Epoch to move above the current price in 90 days from now is about 19.57 (This Mainstay Epoch Capital probability density function shows the probability of Mainstay Mutual Fund to fall within a particular range of prices over 90 days) .
Mainstay Epoch Price Density |
| Price |
Predictive Modules for Mainstay Epoch
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Mainstay Epoch Capital. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Mainstay Epoch Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Mainstay Epoch is not an exception. The market had few large corrections towards the Mainstay Epoch's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Mainstay Epoch Capital, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Mainstay Epoch within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.11 | |
β | Beta against Dow Jones | 0.75 | |
σ | Overall volatility | 0.84 | |
Ir | Information ratio | 0.07 |
Mainstay Epoch Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Mainstay Epoch for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Mainstay Epoch Capital can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Mainstay Epoch Fundamentals Growth
Mainstay Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Mainstay Epoch, and Mainstay Epoch fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Mainstay Mutual Fund performance.
| Total Asset | 65.93 M | ||||
About Mainstay Epoch Performance
Evaluating Mainstay Epoch's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Mainstay Epoch has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Mainstay Epoch has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. It invests at least 80 percent of its assets in equity securities of companies across all market capitalizations. The fund may invest up to 20 percent of its net assets in securities issued by companies in emerging markets as determined by the funds Subadvisor.Things to note about Mainstay Epoch Capital performance evaluation
Checking the ongoing alerts about Mainstay Epoch for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Mainstay Epoch Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Mainstay Epoch's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Mainstay Epoch's mutual fund performance include:- Analyzing Mainstay Epoch's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Mainstay Epoch's stock is overvalued or undervalued compared to its peers.
- Examining Mainstay Epoch's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Mainstay Epoch's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Mainstay Epoch's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Mainstay Epoch's mutual fund. These opinions can provide insight into Mainstay Epoch's potential for growth and whether the stock is currently undervalued or overvalued.
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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