EPLMX Mutual Fund

EPLMX Mutual Fund (NYLI Epoch US Equity Yield Fund Simple Class) is managed by New York Life Investment Management LLC with $199,127.07 in net assets. EPLMX expense ratio is 1.30%, holding 108 positions across sectors including Information Technology, Materials, Financials. Inception date: 2020-08-31.

EPLMX performance shows a YTD return of 16.34%. The 1-year return is 24.86% and the 5-year return is 10.94%. EPLMX dividend yield stands at 5.93%, paid quarterly.

EPLMX top holdings include Bank Of America Corp. (2.0%), Cisco Systems Inc. - Ordinary Shares (1.9%), American Electric Power Co Inc (1.6%), Mainstay US Government Liquidity Fund (1.6%), Analog Devices, Inc. (1.6%). Go to all EPLMX holdings, EPLMX sectors, or EPLMX dividends.

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