The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH), Broadcom (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Walmart (NYSE:WMT), Chevron Corp (NYSE:CVX), Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), MetLife (NYSE:MET).
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.
The average market capitalization across the MainStay Epoch US Equity Yield A MF is 308.52B. The market cap for tickers in the group ranges from 46.79B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is MET at 46.79B.
The average weekly volume growth across all stocks in the MainStay Epoch US Equity Yield A MF was -39%. For the same stocks of the MF, the average monthly volume growth was -55% and the average quarterly volume growth was -65%
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: 43
Price Growth Rating: 41
SMR Rating: 37
Profit Risk Rating: 35
Seasonality Score: -10 (-100 ... +100)