Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
NYLI Epoch U.S. Equity Yield Class A  EPLPX
Release date as of 2024-09-30. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Above Avg Below Avg 1085
5-Year Below Avg Below Avg 1031
10-Year Average Low 804
Overall Average Below Avg 1085
Morningstar Category: Large Value | Number of Funds in Category: 1085
Data through 2024-09-30
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 14.65
Mean 11.52
Sharpe Ratio 0.56
Trailing 3-Yr as of 2024-09-30
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar US LM Brd Value TR USD
R-Squared 97
Beta 0.90
Alpha 0.67
Trailing 3-Yr as of 2024-09-30
  Principal Risks   
Foreign Securities, Loss of Money, Not FDIC Insured, Capitalization, Value Investing, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Shareholder Activity, Management
Show Risk Definitions
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.