EPSIX Mutual Fund
EPSIX Mutual Fund
NYLI Epoch Global Equity Yield Fund Investor Class
EPSIX Mutual Fund Overview
EPSIX Mutual Fund (NYLI Epoch Global Equity Yield Fund Investor Class) is managed by New York Life Investments with $8.4M in net assets. EPSIX expense ratio is 1.17%, holding 123 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2009-11-16.
EPSIX performance shows a YTD return of 18.81%. The 1-year return is 29.04% and the 5-year return is 12.93%. EPSIX dividend yield stands at 2.26%, paid quarterly.
EPSIX 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%). View all EPSIX holdings, sector breakdown, or dividend history.
EPSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EPSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.