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Fund Intelligence | Best Managers | EPLCX Insights | EPLCX Score | EPLCX Performance | EPLCX Manager | EPLCX News | EPLCX Allocation | EPLCX Holdings Change
Fund Intelligence | Best Managers | EPLCX Insights | EPLCX Score | EPLCX Performance | EPLCX Manager | EPLCX News | EPLCX Allocation | EPLCX Holdings Change
Mutual Fund Insights: Epoch US Large Cap Equity Instl Fund (EPLCX)
In-depth Analysis of Epoch US Large Cap Equity Instl Fund (EPLCX)
6 months 1 year 3 year 5 year |
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Last Trade: $13.10 on 3/12/2010, Change: -0.01 (-0.08%)
Experiment our closing price forecasting tool for Epoch US Large Cap Equity Instl Fund (EPLCX) (alpha release)
Fund Manager - David Pearl
Fund Manager Tenure: 0.6 years [Similar Funds: EPLPX ]Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)
What we like about Epoch US Large Cap Equity Instl Fund (EPLCX)
Data for Epoch US Large Cap Equity Instl Fund (EPLCX) as of January 31, 2010
- Epoch US Large Cap Equity Instl Fund (EPLCX) ratio of up-years vs down years is greater than 2
- Epoch US Large Cap Equity Instl Fund (EPLCX) has a lower management fee than its Large Blend average: 1.09% vs 1.10%
- Epoch US Large Cap Equity Instl Fund (EPLCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about Epoch US Large Cap Equity Instl Fund (EPLCX)
Data for Epoch US Large Cap Equity Instl Fund (EPLCX) as of January 31, 2010
- Epoch US Large Cap Equity Instl Fund (EPLCX) management has been with Epoch US Large Cap Equity Instl Fund for only 0.6 years, it is hard to judge manager's ability based on this fund's operation record
- Epoch US Large Cap Equity Instl Fund is a focused fund with 31.34% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
- Epoch US Large Cap Equity Instl Fund (EPLCX) has a less-than-ideal short-term performance (1-year return 29.01% vs 34.15% Large Blend category average)
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Epoch US Large Cap Equity Instl Fund (EPLCX) Net Asset
Track net asset change of Epoch US Large Cap Equity Instl fund (EPLCX)
| Date | Net Asset |
| 01/2010 | $152.04M |
| 11/2009 | $150.15M |
| 10/2009 | $150.15M |
Epoch US Large Cap Equity Instl Fund (EPLCX) Portfolio Allocation
Track portfolio allocation change of Epoch US Large Cap Equity Instl fund (EPLCX)
| Date | Cash | Stock | Bond | Other |
| 11/2009 | 5.32% | 94.68% | 0% | 0% |
| 09/2009 | 0% | 100% | 0% | 0% |
| 06/2009 | 0% | 100% | 0% | 0% |
Most Recent Top 10 Holdings in Epoch US Large Cap Equity Instl Fund (EPLCX)
Discover what Epoch US Large Cap Equity Instl Fund (EPLCX) manager is buying
VISA INC. [4.76%] EXXON MOBIL CP [3.28%] DAVITA INC [2.8%] FRANKLIN RES INC [2.71%] Oracle Corporation [2.67%] PRAXAIR INC [2.65%] LABORATORY CORP NEW [2.61%] THERMO FISHER SCIENT [2.37%] Apple Inc. [2.36%] | VISA INC. [4.32%] EXXON MOBIL CP [3.79%] DAVITA INC [3.51%] PRAXAIR INC [3.09%] EVEREST RE GRP LTD [3.06%] FRANKLIN RES INC [2.97%] Apple Inc. [2.85%] LABORATORY CORP NEW [2.63%] Oracle Corporation [2.6%] | VISA INC [4.51%] EXXON MOBIL [4.48%] DAVITA INC [3.27%] LABORATORY CORP OF AMERICA [3.15%] PRAXAIR [3.12%] Oracle Corporation [3.1%] THERMO FISHER SCIENTIFIC INC [2.7%] EVEREST RE GROUP [2.67%] THE BANK OF NEW YORK MELLON CO [2.59%] |
Related books and products to Epoch US Large Cap Equity Instl Fund (EPLCX)
Latest News on Epoch US Large Cap Equity Instl (EPLCX)
See what is happening with Epoch US Large Cap Equity Instl Fund (EPLCX)
Books and Resources
See more information on Epoch US Large Cap Equity Instl Fund (EPLCX)
- Epoch US Large Cap Equity Instl Fund Insights
- Epoch US Large Cap Equity Instl Fund Performance Data
- Epoch US Large Cap Equity Instl Fund News
- Epoch US Large Cap Equity Instl Fund Score Explaination
- Epoch US Large Cap Equity Instl Fund Manager Information
- Historic Epoch US Large Cap Equity Instl Fund Asset Allocation Report
- Historic Epoch US Large Cap Equity Instl Fund Top 10 Holding Tracking
- Historic Epoch US Large Cap Equity Instl Fund Asset Under Management Tracking
| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
