EPSYX Mutual Fund

EPSYX Mutual Fund (NYLIM Epoch Global Equity Yield Fund Class I) is managed by New York Life Investments with $633.9M in net assets. EPSYX expense ratio is 0.84%, holding 123 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2005-12-27.

EPSYX performance shows a YTD return of 20.37%. The 1-year return is 32.13% and the 5-year return is 13.51%. EPSYX dividend yield stands at 6.70%, paid quarterly.

EPSYX top holdings include Hewlett Packard Enterprise Co. (2.3%), Microsoft Corp 4.100 Feb 06 37 (2.3%), Cisco Systems Inc. - Ordinary Shares (2.2%), Dell Technologies Inc. (2.1%), Cvs Health Corp. (2.1%). Go to all EPSYX holdings, EPSYX sectors, or EPSYX dividends.

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