EPSPX Mutual Fund

EPSPX Mutual Fund (NYLIM Epoch Global Equity Yield Fund Class A) is managed by New York Life Investments with $184.8M in net assets. EPSPX expense ratio is 1.09%, holding 117 positions across sectors including Information Technology, Financials, Consumer Staples. Inception date: 2006-08-02.

EPSPX performance shows a YTD return of 22.78%. The 1-year return is 26.92% and the 5-year return is 13.67%. EPSPX dividend yield stands at 1.69%, paid quarterly.

EPSPX 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 EPSPX holdings, EPSPX sectors, or EPSPX dividends.

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