EPLKX Mutual Fund

EPLKX Mutual Fund (NYLIM Epoch US Equity Yield Fund Class C) is managed by New York Life Investment Management LLC with $7.6M in net assets. EPLKX expense ratio is 2.08%, holding 108 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2009-11-16.

EPLKX performance shows a YTD return of 15.78%. The 1-year return is 23.86% and the 5-year return is 10.90%. EPLKX dividend yield stands at 5.36%, paid quarterly.

EPLKX 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 EPLKX holdings, EPLKX sectors, or EPLKX dividends.

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