NYLI Epoch U.S. Equity Yield Fund
Shareclass
NYLI Epoch U.S. Equity Yield Class R6 (EPLDX)
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 U.S. Equity Yield Fund
FUND COVERAGE
# of holdings82
% of assets86%
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
9 / 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. Procter & Gamble Co1.09%$12.27M
- 2. Bank of America Corp2.29%$25.69M
- 3. Philip Morris International Inc1.35%$15.2M
- 4. JPMorgan Chase & Co2.24%$25.15M
- 5. Wells Fargo & Co1.37%$15.42M
- 6. PepsiCo Inc0.6%$6.72M
- 7. Hasbro Inc1.22%$13.74M
- 8. Johnson & Johnson2.11%$23.68M
- 9. Colgate-Palmolive Co0.58%$6.5M
- 10. Bristol-Myers Squibb Co0.58%$6.46M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Microchip Technology Inc0.66%$7.37M
- 2. NextEra Energy Inc1.06%$11.96M
- 3. Broadcom Inc2.16%$24.26M
- 4. Snap-on Inc0.69%$7.75M
- 5. Columbia Banking System Inc0.97%$10.88M
- 6. Hubbell Inc0.78%$8.82M
- 7. Vail Resorts Inc0.57%$6.45M
- 8. Regions Financial Corp0.89%$10.02M
- 9. Medtronic PLC1.64%$18.44M
- 10. Nutrien Ltd1.04%$11.74M
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 U.S. Equity Yield Fund
Totals
Holdings
Assets
Weight
Prisons
4
$61.6M
5.48%
Prisons high risk
1
$10.02M
0.89%
Private prisons
0
$0
0%
Borders
6
$70.65M
6.29%
Borders high risk
4
$43.25M
3.85%
Total
8
$102.45M
9.12%
Holdings — 8 flagged holdings
1.
Walmart Inc
$20.01M
1.78%
2.
Microsoft Corp
:$19.79M
1.76%
3.
RTX Corp
:$12.78M
1.14%
4.
McDonald's Corp
$11.78M
1.05%
5.
General Dynamics Corp
:$11.3M
1.01%
6.
Regions Financial Corp
:$10.02M
0.89%
7.
Lockheed Martin Corp
:$9.14M
0.81%
8.
Salesforce Inc
:$7.62M
0.68%
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 U.S. Equity Yield Fund EPLDX
Environment
Social
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