Mainstay Epoch Global Fund Three Year Return

EPSPX Fund  USD 22.96  0.02  0.09%   
Mainstay Epoch Global fundamentals help investors to digest information that contributes to Mainstay Epoch's financial success or failures. It also enables traders to predict the movement of Mainstay Mutual Fund. The fundamental analysis module provides a way to measure Mainstay Epoch's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Mainstay Epoch mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Mainstay Epoch Global Mutual Fund Three Year Return Analysis

Mainstay Epoch's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Mainstay Epoch Three Year Return

    
  10.10 %  
Most of Mainstay Epoch's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mainstay Epoch Global is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

Based on the latest financial disclosure, Mainstay Epoch Global has a Three Year Return of 10.0992%. This is much higher than that of the New York Life Investment Management LLC family and significantly higher than that of the World Large-Stock Value category. The three year return for all United States funds is notably lower than that of the firm.

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Fund Asset Allocation for Mainstay Epoch

The fund consists of 98.0% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides Mainstay Epoch's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Mainstay Fundamentals

About Mainstay Epoch Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Mainstay Epoch Global's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mainstay Epoch using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mainstay Epoch Global based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.

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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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