EPSPX Mutual Fund

EPSPX Mutual Fund (NYLI Epoch Global Equity Yield Fund Class A) is managed by New York Life Investments with $139.4M in net assets. EPSPX expense ratio is 1.09%, holding 123 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2006-08-02.

EPSPX performance shows a YTD return of 20.20%. The 1-year return is 31.80% and the 5-year return is 13.30%. EPSPX dividend yield stands at 6.52%, paid quarterly.

EPSPX top holdings include Broadcom Inc (2.4%), Cisco Systems Inc. - Ordinary Shares (2.4%), Taiwan Semiconductor - Adr (2.4%), Dell Technologies Inc (2.3%), Hewlett Packard Enterprise Co (2.2%). 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.