EPLCX Mutual Fund

EPLCX Mutual Fund (NYLIM Epoch US Equity Yield Fund Class I) is managed by New York Life Investment Management LLC with $306.3M in net assets. EPLCX expense ratio is 0.73%, holding 108 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2008-12-03.

EPLCX performance shows a YTD return of 16.68%. The 1-year return is 25.51% and the 5-year return is 12.40%. EPLCX dividend yield stands at 6.21%, paid quarterly.

EPLCX top holdings include Jpmorgan Chase (2.3%), Bank of America Corp.: Financials (2.3%), Cisco Systems Inc. - Ordinary Shares (2.2%), Dell Technologies Inc (2.1%), Johnson & Johnson - Common (2.0%). Go to all EPLCX holdings, EPLCX sectors, or EPLCX dividends.

EPLCX can be compared against other funds. Use EPLCX overlap to find shared positions, or EPLCX vs another fund for a side-by-side view. EPLCX alternatives are available via the screener, along with tax-loss harvesting opportunities.