EPSIX Mutual Fund

EPSIX Mutual Fund (NYLIM Epoch Global Equity Yield Fund Investor Class) is managed by New York Life Investments with $8.4M in net assets. EPSIX expense ratio is 1.17%, holding 117 positions across sectors including Information Technology, Financials, Consumer Staples. Inception date: 2009-11-16.

EPSIX performance shows a YTD return of 22.77%. The 1-year return is 26.85% and the 5-year return is 13.59%. EPSIX dividend yield stands at 1.66%, paid quarterly.

EPSIX top holdings include Hewlett Packard Enterprise Co (2.5%), Microsoft Corp (2.5%), Taiwan Semiconductor Manufacturing Co Ltd (2.5%), Dell Technologies Inc (2.3%), Cisco Systems Inc. - Ordinary Shares (2.3%). Go to all EPSIX holdings, EPSIX sectors, or EPSIX dividends.

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