EPSYX Mutual Fund

EPSYX Mutual Fund (NYLIM Epoch Global Equity Yield Fund Class I) is managed by New York Life Investments with $712.9M in net assets. EPSYX expense ratio is 0.84%, holding 117 positions across sectors including Information Technology, Financials, Consumer Staples. Inception date: 2005-12-27.

EPSYX performance shows a YTD return of 23.04%. The 1-year return is 27.23% and the 5-year return is 13.95%. EPSYX dividend yield stands at 1.92%, paid quarterly.

EPSYX 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 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.