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EPLDX
Mutual Fund ticker: NASDAQ
AS OF
Apr 25 closing price
Price
$20.78
Change
+$0.01 (+0.05%)
Net Assets
1B

EPLDX NYLI Epoch U.S. Equity Yield Class R6 Forecast, Technical & Fundamental Analysis

The investment seeks current income and capital appreciation... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), Bank of America Corp (NYSE:BAC), MetLife (NYSE:MET).

Industry description

The investment seeks current income and capital appreciation. The fund generally invests in a diversified portfolio consisting of equity securities of U.S. companies that have a history of attractive dividend yields and positive growth in operating cash flow. It invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities of dividend-paying U.S. companies across all market capitalizations. The fund may invest up to 15% of its net assets in foreign securities.

Market Cap

The average market capitalization across the NYLI Epoch U.S. Equity Yield Class R6 MF is 409.54B. The market cap for tickers in the group ranges from 40.16B to 904.23B. AVGO holds the highest valuation in this group at 904.23B. The lowest valued company is CMI at 40.16B.

Volume

The average weekly volume growth across all stocks in the NYLI Epoch U.S. Equity Yield Class R6 MF was -23%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was 57%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 50
P/E Growth Rating: 66
Price Growth Rating: 54
SMR Rating: 33
Profit Risk Rating: 25
Seasonality Score: -8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Mainstay Funds Trust169 Lackawanna AveParsippany
Phone
800 624 6782
Web
www.mainstayinvestments.com
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EPLDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EPLDX has been closely correlated with FFFMX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if EPLDX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EPLDX
1D Price
Change %
EPLDX100%
+0.05%
FFFMX - EPLDX
90%
Closely correlated
+0.17%
RMFEX - EPLDX
89%
Closely correlated
+0.17%
RMEBX - EPLDX
89%
Closely correlated
+0.19%
RMFCX - EPLDX
89%
Closely correlated
+0.17%
FFMMX - EPLDX
89%
Closely correlated
+0.17%
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