NYLI Epoch U.S. Equity Yield FundEPLMX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.2B
Expense ratio
1.30%
1-year return
+25.1%
3 years, a year
+16.3%
5 years, a year
+10.8%
Holdings
108
What it aims to do.
The Fund seeks current income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AVGO Broadcom, Inc. | 2.33% |
| JPM JPMorgan Chase & Co. | 2.08% |
| BAC Bank of America Corp. | 2.02% |
| JNJ Johnson & Johnson | 1.99% |
| CSCO Cisco Systems, Inc. | 1.93% |
| WMT Walmart, Inc. | 1.74% |
| DELL Dell Technologies, Inc. | 1.74% |
| ABBV AbbVie, Inc. | 1.66% |
| CVX Chevron Corp. | 1.65% |
| AEP American Electric Power Co., Inc. | 1.64% |
More on EPLMX.
- EPLMX overview
- EPLMX holdings
- EPLMX risk
- EPLMX costs
- EPLMX money in and out
- EPLMX share classes
- Compare EPLMX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.