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EPLMX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
945.61M

EPLMX MainStay Epoch US Equity Yield Simple Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Eli Lilly & Co (NASDAQ:LLY), Unitedhealth Group (NASDAQ:UNH), Broadcom (NASDAQ:AVGO), JPMorgan Chase & Co (NASDAQ:JPM), Walmart (NASDAQ:WMT), Chevron Corp (NASDAQ:CVX), Merck & Co (NASDAQ:MRK), ABBVIE (NASDAQ:ABBV), MetLife (NASDAQ: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 MainStay Epoch US Equity Yield Simple MF is 310.07B. The market cap for tickers in the group ranges from 47.19B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is MET at 47.19B.

Volume

The average weekly volume growth across all stocks in the MainStay Epoch US Equity Yield Simple MF was -2%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was 30%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 44
Price Growth Rating: 42
SMR Rating: 37
Profit Risk Rating: 35
Seasonality Score: 9 (-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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EPLMX and

Correlation & Price change

A.I.dvisor indicates that over the last year, EPLMX has been closely correlated with VIVIX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if EPLMX jumps, then VIVIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EPLMX
1D Price
Change %
EPLMX100%
-0.10%
VIVIX - EPLMX
91%
Closely correlated
-0.20%
VVIAX - EPLMX
91%
Closely correlated
-0.20%
FFMMX - EPLMX
91%
Closely correlated
-0.16%
FFFMX - EPLMX
90%
Closely correlated
-0.16%
VIVAX - EPLMX
90%
Closely correlated
-0.20%
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