EPSPX : MainStay Epoch Global Equity Yield Fund Class A

EPSPX is a Allocation Market Total World with MODERATE fees.

EPSPX

MainStay Epoch Global Equity Yield Fund Class A

FI Score

50 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

50% FI Score
  • epspx
  • Mutual Fund
  • Allocation
  • Total World

MainStay Epoch Global Equity Yield Fund Class A

Expenses: 1.10% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks a high level of income; capital appreciation is a secondary investment objective. The fund generally invests in a diversified portfolio consisting of equity securities of companies located throughout the world, including the U.S., that have a history of attractive dividend yields and positive growth in operating cash flow. It normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities of dividend-paying companies across all market capitalizations. The fund may invest up to 20% of its net assets in securities issued by companies located in emerging markets.

Largest Holdings

Amount Holding
2.27% Verizon Communications Inc
2.04% Microsoft Corp
1.88% Dominion Energy Inc
1.82% Duke Energy Corp
1.75% National Grid PLC
1.72% Pfizer Inc
1.71% Snam SpA
1.70% Takeda Pharmaceutical Co Ltd
1.60% BAE Systems PLC
1.53% Unilever PLC
1.52% AT&T Inc
1.52% Allianz SE
1.52% Philip Morris International Inc
1.51% Merck & Co Inc
1.47% Novartis AG
1.46% Sanofi SA
1.41% AbbVie Inc
1.40% Altria Group Inc
1.40% International Business Machines Corp
1.39% BCE Inc
1.39% FirstEnergy Corp
1.35% AXA SA
1.31% Johnson & Johnson
1.29% GlaxoSmithKline PLC
1.23% Entergy Corp

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