NYLI Epoch Global Equity Yield Fund
Shareclass
NYLI Epoch Global Equity Yield Inv Class (EPSIX)
Type
Open-end mutual fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund NYLI Epoch Global Equity Yield Fund
FUND COVERAGE
# of holdings93
% of assets84%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Allianz SE0.87%$7.21M
- 2. AstraZeneca PLC ADR0.94%$7.78M
- 3. GSK PLC0.76%$6.26M
- 4. Sanofi SA1.08%$8.89M
- 5. Novartis AG ADR1.15%$9.51M
- 6. Lloyds Banking Group PLC0.6%$4.98M
- 7. Orange SA0.88%$7.27M
- 8. Bank of America Corp1.19%$9.79M
- 9. Unilever PLC0.59%$4.89M
- 10. BAE Systems PLC0.84%$6.94M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Microchip Technology Inc1.09%$9.03M
- 2. Toyota Motor Corp0.59%$4.89M
- 3. NHK Spring Co Ltd0.69%$5.69M
- 4. NextEra Energy Inc0.96%$7.95M
- 5. Broadcom Inc2.15%$17.72M
- 6. Columbia Banking System Inc0.57%$4.69M
- 7. Rogers Communications Inc0.54%$4.49M
- 8. Vail Resorts Inc0.48%$4M
- 9. Regions Financial Corp0.57%$4.68M
- 10. Medtronic PLC1%$8.27M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund NYLI Epoch Global Equity Yield Fund
Totals
Holdings
Assets
Weight
Prisons
5
$48.5M
5.88%
Prisons high risk
1
$4.68M
0.57%
Private prisons
0
$0
0%
Borders
5
$43.06M
5.22%
Borders high risk
4
$23.3M
2.82%
Total
8
$67.12M
8.13%
Holdings — 8 flagged holdings
1.
Microsoft Corp
:$19.77M
2.39%
2.
Walmart Inc
$9.02M
1.09%
3.
Restaurant Brands International Inc
$7.81M
0.95%
4.
RTX Corp
:$7.76M
0.94%
5.
McDonald's Corp
$7.23M
0.88%
6.
Lockheed Martin Corp
:$5.94M
0.72%
7.
General Dynamics Corp
:$4.92M
0.6%
8.
Regions Financial Corp
:$4.68M
0.57%
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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