EPLMX Mutual Fund

NAV$25.93

AUM$199,127.07

TER1.30%

Holdings108

EPLMX Mutual Fund

NAV$25.93

NYLI Epoch US Equity Yield Fund Simple Class

AUM$199,127.07

TER1.30%

Holdings108

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Holdings Overlap Analysis

Compare EPLMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings EPLMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EPLMX Mutual Fund Overlap Analysis

EPLMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

EPLMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, EPLMX may share significant positions with broad-market funds.

EPLMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EPLMX tax-loss harvesting finds highly correlated but non-identical funds.