EPLPX Mutual Fund

EPLPX Mutual Fund (NYLIM Epoch US Equity Yield Fund Class A) is managed by New York Life Investment Management LLC with $686.3M in net assets. EPLPX expense ratio is 1.05%, holding 113 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2009-02-03.

EPLPX performance shows a YTD return of 19.94%. The 1-year return is 23.10% and the 5-year return is 12.05%. EPLPX dividend yield stands at 1.44%, paid quarterly.

EPLPX top holdings include JPMorgan Chase & Co (2.3%), Bank of America Corp.: Financials (2.3%), Cisco Systems Inc. - Ordinary Shares (2.2%), Dell Technologies Inc (2.1%), Johnson & Johnson - Common (2.0%). Go to all EPLPX holdings, EPLPX sectors, or EPLPX dividends.

EPLPX can be compared against other funds. Use EPLPX overlap to find shared positions, or EPLPX vs another fund for a side-by-side view. EPLPX alternatives are available via the screener, along with tax-loss harvesting opportunities.