EPSYX : Mainstay Epoch Global Equity Yield Fund Class I

EPSYX is a Allocation Market Total World with MODERATE fees.

EPSYX

Mainstay Epoch Global Equity Yield Fund Class I

FI Score

59 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

59% FI Score
  • epsyx
  • Mutual Fund
  • Allocation
  • Total World

Mainstay Epoch Global Equity Yield Fund Class I

Expenses: 0.85% (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
2.23% Verizon Communications Inc
2.12% Mainstay Fds Tr
2.06% Microsoft Corp
1.86% Pfizer Inc
1.84% Dominion Energy Inc
1.76% Duke Energy Corp
1.75% Takeda Pharmaceutical Co Ltd
1.58% National Grid PLC
1.50% Snam SpA
1.50% KLA Corp
1.48% Allianz SE
1.43% Merck & Co Inc
1.43% Philip Morris International Inc
1.43% Sanofi SA
1.40% BAE Systems PLC
1.40% Unilever PLC
1.39% AbbVie Inc
1.39% AT&T Inc
1.38% International Business Machines Corp
1.38% Roche Holding AG Dividend Right Cert.
1.37% Novartis AG
1.32% Johnson & Johnson
1.31% Altria Group Inc
1.27% GlaxoSmithKline PLC
1.26% FirstEnergy Corp

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