NYLI Epoch Global Equity Yield Fund
Shareclass
NYLI Epoch Global Equity Yield Inv Class (EPSIX)
Type
Open-end mutual fund
Gender equality score
59
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 125 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
NYLI Epoch Global Equity Yield Fund EPSIX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Allianz SE0.74% of assets$5.52M invested
- 2. Sanofi SA1.23% of assets$9.15M invested
- 3. AstraZeneca PLC ADR1.03% of assets$7.68M invested
- 4. GSK PLC0.77% of assets$5.73M invested
- 5. Unilever PLC0.71% of assets$5.23M invested
- 6. Dow Inc0.57% of assets$4.23M invested
- 7. Lloyds Banking Group PLC0.72% of assets$5.36M invested
- 8. Orange SA0.67% of assets$5.01M invested
- 9. Novartis AG Registered Shares1.29% of assets$9.56M invested
- 10. Schroders PLC0.61% of assets$4.53M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Microchip Technology Inc0.55% of assets$4.05M invested
- 2. Toyota Motor Corp0.53% of assets$3.92M invested
- 3. NHK Spring Co Ltd0.53% of assets$3.94M invested
- 4. Broadcom Inc1.67% of assets$12.36M invested
- 5. Columbia Banking System Inc0.63% of assets$4.68M invested
- 6. NextEra Energy Inc1.11% of assets$8.23M invested
- 7. Nutrien Ltd0.78% of assets$5.8M invested
- 8. Vail Resorts Inc0.51% of assets$3.75M invested
- 9. The Home Depot Inc0.78% of assets$5.78M invested
- 10. Medtronic PLC0.92% of assets$6.84M invested
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Financial performance
Performance data provided by
Find more financial data on EPSIX at Morningstar.com
Find more financial data on EPSIX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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