EPLCX : MainStay Epoch U.S. Equity Yield Fund Class I

EPLCX is a US Stocks Market Large Value with MODERATE fees.

EPLCX

MainStay Epoch U.S. Equity Yield Fund Class I

FI Score

52 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

52% FI Score
  • eplcx
  • Mutual Fund
  • US Stocks
  • Large Value

MainStay Epoch U.S. Equity Yield Fund Class I

Expenses: 0.83% (Better than 1% of similar funds)

This is an OK 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
2.46% Mainstay Fds Tr
2.28% Verizon Communications Inc
2.28% Pfizer Inc
2.26% Johnson & Johnson
2.10% Microsoft Corp
2.06% Merck & Co Inc
1.82% Procter & Gamble Co
1.76% Kimberly-Clark Corp
1.75% Amgen Inc
1.70% Entergy Corp
1.62% AT&T Inc
1.61% AbbVie Inc
1.61% Duke Energy Corp
1.51% Walmart Inc
1.51% UnitedHealth Group Inc
1.51% FirstEnergy Corp
1.50% KLA Corp
1.50% MetLife Inc
1.49% Dominion Energy Inc
1.45% Texas Instruments Inc
1.43% Lockheed Martin Corp
1.43% Medtronic PLC
1.37% American Electric Power Co Inc
1.37% Altria Group Inc
1.35% PepsiCo Inc

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