EPLPX

About EPLPX

NYLI Epoch U.S. Equity Yield Fund Class A is an actively managed mutual fund focused on generating current income and capital appreciation through investments in U.S. equity securities. The fund primarily targets large-cap U.S. companies noted for their history of attractive dividend yields and steady growth in operating cash flow. At least 80% of its assets are typically allocated to dividend-paying U.S. stocks, though it may invest up to 15% in foreign securities for additional diversification. The strategy emphasizes companies that generate robust free cash flow and whose management teams are committed to effectively allocating capital to maximize shareholder value. Risk management is a key feature, with the investment team utilizing both fundamental and quantitative research approaches to assess the sustainability of company distributions and to help mitigate portfolio volatility. The fund is categorized in the large value segment, prioritizing companies that trade at relatively low valuations and offer higher dividend yields. Sectors such as financial services, healthcare, technology, and consumer defensive are notably represented in its holdings. The NYLI Epoch U.S. Equity Yield Fund Class A plays a significant role for investors seeking regular income and stability within the U.S. equity market landscape, balancing income potential with disciplined risk controls.