EPLMX Mutual Fund

NAV$26.14

AUM$199,127.07

TER1.30%

Holdings108

See how much of EPLMX you already own

Just $25 once·$99/mo·Download sample

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EPLMX Mutual Fund

NAV$26.14

NYLI Epoch US Equity Yield Fund Simple Class

AUM$199,127.07

TER1.30%

Holdings108

See how much of EPLMX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare EPLMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings EPLMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EPLMX Mutual Fund Overlap Analysis

EPLMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

EPLMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, EPLMX may share significant positions with broad-market funds.

EPLMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EPLMX tax-loss harvesting finds highly correlated but non-identical funds.