EPLIX Mutual Fund

EPLIX Mutual Fund (NYLIM Epoch US Equity Yield Fund Investor Class) is managed by New York Life Investment Management LLC with $65.8M in net assets. EPLIX expense ratio is 1.33%, holding 113 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2009-11-16.

EPLIX performance shows a YTD return of 17.09%. The 1-year return is 21.87% and the 5-year return is 10.72%. EPLIX dividend yield stands at 5.77%, paid quarterly.

EPLIX 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 EPLIX holdings, EPLIX sectors, or EPLIX dividends.

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