Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class A Institutional
Fund
ISIN IE00BYXQN692 / Valor null
NAV (2025-11-20)
USD 18.10-0.88%
Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class A Institutional
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The Epoch US Equity Shareholder Yield Fund builds a diversified portfolio of 75 to 120 U.S. companies across different sectors and sizes that exhibit strong and growing free cash flow. It focuses on selecting businesses with consistent dividend growth and effective management that returns value to shareholders through dividends, share buybacks, or reducing debt. By prioritizing companies with stable income and the potential for long-term capital appreciation, the fund aims to deliver attractive total returns while maintaining lower volatility compared to the overall U.S. equity market.
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russell 1000 valuedividend growthu s equities
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OTHER SHARE CLASSES OF THIS FUND
Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class B Institutional
Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class B Institutional
Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class B Institutional
Annual Return
-50%0%+50%
Risk level
110
-0.84%USD 14.09
Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class B Institutional Inc
Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class B Institutional Inc
Epoch Investment Funds plc - Epoch U.S. Equity Shareholder Yield Fund Class B Institutional Inc