EPSIX Mutual Fund

EPSIX Mutual Fund (NYLIM 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 122 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2009-11-16.

EPSIX performance shows a YTD return of 18.52%. The 1-year return is 23.19% and the 5-year return is 7.79%. EPSIX dividend yield stands at 1.72%, paid quarterly.

EPSIX top holdings include Microsoft Corp (2.5%), Dell Technologies Inc (2.3%), Cisco Systems Inc. - Ordinary Shares (2.2%), Taiwan Semiconductor Manufacturing Co Ltd (2.1%), Hewlett Packard Enterprise Co (2.1%). Go to all EPSIX holdings, EPSIX sectors, or EPSIX dividends.

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