EPLDX Mutual Fund

EPLDX Mutual Fund (NYLIM Epoch US Equity Yield Fund Class R6) is managed by New York Life Investment Management LLC with $133.9M in net assets. EPLDX expense ratio is 0.73%, holding 108 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2017-05-08.

EPLDX performance shows a YTD return of 16.68%. The 1-year return is 25.51% and the 5-year return is 12.39%. EPLDX dividend yield stands at 6.21%, paid quarterly.

EPLDX 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 EPLDX holdings, EPLDX sectors, or EPLDX dividends.

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