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EPSIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$22.41
Change
-$0.13 (-0.58%)
Net Assets
754.49M

EPSIX NYLI Epoch Global Equity Yield Inv Class Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Broadcom Inc. (NASDAQ:AVGO), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), International Business Machines Corp (NYSE:IBM), Cisco Systems (NASDAQ:CSCO), Analog Devices (NASDAQ:ADI), KLA Corp (NASDAQ:KLAC).

Industry description

The investment seeks a high level of income; capital appreciation is a secondary investment objective. 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 attractive dividend yields and positive growth in operating cash flow. It normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities of dividend-paying companies across all market capitalizations. The fund may invest up to 20% of its net assets in securities issued by companies in emerging markets.

Market Cap

The average market capitalization across the NYLI Epoch Global Equity Yield Inv Class MF is 583.02B. The market cap for tickers in the group ranges from 21.96B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is QSR at 21.96B.

Volume

The average weekly volume growth across all stocks in the NYLI Epoch Global Equity Yield Inv Class MF was 48%. For the same stocks of the MF, the average monthly volume growth was 34% and the average quarterly volume growth was -14%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 27
Price Growth Rating: 38
SMR Rating: 44
Profit Risk Rating: 18
Seasonality Score: 8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, EPSIX has been closely correlated with BIBDX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if EPSIX jumps, then BIBDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EPSIX
1D Price
Change %
EPSIX100%
-0.58%
BIBDX - EPSIX
94%
Closely correlated
-0.65%
DGEFX - EPSIX
92%
Closely correlated
-0.31%
PRGEX - EPSIX
87%
Closely correlated
N/A
DODWX - EPSIX
83%
Closely correlated
-0.74%
TEDIX - EPSIX
81%
Closely correlated
-0.64%
More