EPSRX Mutual Fund
EPSRX Mutual Fund
NYLI Epoch Global Equity Yield Fund Class R6
EPSRX Mutual Fund Overview
EPSRX Mutual Fund (NYLI 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 Unknown, Information Technology, Financials. Inception date: 2013-06-17.
EPSRX performance shows a YTD return of 18.81%. The 1-year return is 29.57% and the 5-year return is 13.39%. EPSRX dividend yield stands at 2.70%, paid quarterly.
EPSRX 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 EPSRX holdings, sector breakdown, or dividend history.
EPSRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EPSRX alternatives are available via the screener, along with tax-loss harvesting opportunities.