EPSKX Mutual Fund

EPSKX Mutual Fund (NYLIM Epoch Global Equity Yield Fund Class C) is managed by New York Life Investments with $11.1M in net assets. EPSKX expense ratio is 1.84%, holding 117 positions across sectors including Information Technology, Financials, Consumer Staples. Inception date: 2009-11-16.

EPSKX performance shows a YTD return of 22.03%. The 1-year return is 25.92% and the 5-year return is 12.81%. EPSKX dividend yield stands at 1.07%, paid quarterly.

EPSKX 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 EPSKX holdings, EPSKX sectors, or EPSKX dividends.

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