EPLMX Mutual Fund
EPLMX Mutual Fund
EPLMX Mutual Fund
NYLIM Epoch US Equity Yield Fund Simple Class
EPLMX Mutual Fund Overview
EPLMX Mutual Fund (NYLIM 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, Financials, Health Care. 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 11.67%. EPLMX dividend yield stands at 5.89%, paid quarterly.
EPLMX 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 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.