EPSRX Mutual Fund

EPSRX Mutual Fund (NYLIM Epoch Global Equity Yield Fund Class R6) is managed by New York Life Investments with $1.4M in net assets. EPSRX expense ratio is 0.74%, holding 123 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2013-06-17.

EPSRX performance shows a YTD return of 20.45%. The 1-year return is 32.20% and the 5-year return is 13.62%. EPSRX dividend yield stands at 6.90%, paid quarterly.

EPSRX top holdings include Hewlett Packard Enterprise Co (2.3%), Microsoft Corp (2.3%), Cisco Systems Inc. - Ordinary Shares (2.2%), Dell Technologies Inc (2.1%), Cvs Corp (2.1%). Go to all EPSRX holdings, EPSRX sectors, or EPSRX dividends.

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