About EPLMX
NYLI Epoch U.S. Equity Yield Fund SIMPLE Class is a mutual fund designed to provide investors with both current income and capital appreciation. Managed by Epoch Investment Partners, the fund primarily invests in a diversified portfolio of U.S. companies known for generating robust free cash flow and demonstrating a strong commitment to returning value to shareholders through dividends, share repurchases, and debt reduction. The fund employs a disciplined investment process that combines fundamental and quantitative research, aiming to identify businesses capable of sustaining and growing their distributions while also mitigating downside risk. Risk management is a core component, helping to control volatility at both the security and overall portfolio levels. The fund is classified in the large value category and typically maintains a broad sector exposure, including financial services, healthcare, technology, consumer defensive, and industrials, with notable holdings such as JPMorgan Chase, AbbVie, Broadcom, and Walmart. Its strategy and sector diversity make it a relevant choice for investors seeking a combination of yield and equity market participation in their portfolios.
Fund Family New York Life Investment Management LLC
Category Large Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol EPLMX
Share Class Simple Class
Index Russell 1000 Value TR
EPLMX had a total return of 20.01% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.38%.
