MainStay Epoch Capital Growth Fund - Class A (MECDX) Research
The primary objective of this fund is to achieve substantial capital growth over an extended timeframe. It typically constructs a diverse collection of global stock holdings, encompassing U.S.-based firms. Key criteria for selecting these companies include a consistent track record of generating superior returns on their invested capital, compared to their funding costs, and a demonstrated increase in operating cash flow. A substantial portion, specifically at least 80% of its total assets (including any borrowed funds for investment), is committed to equities from companies spanning the entire spectrum of market capitalizations. Furthermore, the fund possesses the flexibility to allocate up to one-fifth of its net assets to securities issued by companies in developing economies, as decided by its Subadvisor.
Market snapshot
- Symbol
- MECDX
- Price
- $16.70
- Day change
- +1.03%
- Market cap
- $135.8M
- 52-week range
- 14.65-16.93
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Amana Mutual Funds Trust Developing World Fund (AMDWX)
- Amana Developing World Fund Institutional Class (AMIDX)
- Dunham Monthly Distribution Fund (DNMDX)
- The Gabelli Multimedia Trust Inc. (GGT)
- Integrity Mid-North American Resources Fund Class A (ICPAX)
- Jensen Quality Value Fund J Shares (JNVSX)
- AMG Renaissance Large Cap Growth Fund - Class N (MRLTX)
- Needham Small Cap Growth Fund - Retail Class (NESGX)
Open MainStay Epoch Capital Growth Fund - Class A (MECDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.