EPLBX : MainStay Epoch U.S. Equity Yield Fund Class B

EPLBX is a US Stocks Market Large Value with HIGH fees.

EPLBX

MainStay Epoch U.S. Equity Yield Fund Class B

FI Score

33 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

33% FI Score
  • eplbx
  • Mutual Fund
  • US Stocks
  • Large Value

MainStay Epoch U.S. Equity Yield Fund Class B

Expenses: 2.05% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks current income and capital appreciation. The fund generally invests in a diversified portfolio consisting of equity securities of U.S. companies that have a history of attractive dividend yields and positive growth in operating cash flow. It invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities of dividend-paying U.S. companies across all market capitalizations. The fund may invest up to 15% of its net assets in foreign securities.

Largest Holdings

Amount Holding
3.73% Mainstay Fds Tr
2.32% Johnson & Johnson
2.32% Verizon Communications Inc
2.21% Microsoft Corp
2.17% Merck & Co Inc
2.10% Pfizer Inc
1.84% Procter & Gamble Co
1.82% Entergy Corp
1.77% Kimberly-Clark Corp
1.69% AT&T Inc
1.67% Duke Energy Corp
1.62% AbbVie Inc
1.59% FirstEnergy Corp
1.58% Amgen Inc
1.52% Dominion Energy Inc
1.46% Texas Instruments Inc
1.46% Altria Group Inc
1.43% American Electric Power Co Inc
1.43% WEC Energy Group Inc
1.40% UnitedHealth Group Inc
1.38% MetLife Inc
1.38% Walmart Inc
1.37% Cisco Systems Inc
1.35% Lockheed Martin Corp
1.34% Eaton Corp PLC

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