EPSYX Mutual Fund

EPSYX Mutual Fund (NYLI 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 13.58%. EPSYX dividend yield stands at 6.75%, paid quarterly.

EPSYX 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 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.