JEQSX Mutual Fund
JEQSX Mutual Fund
Johnson Equity Income Fund Class S
JEQSX Mutual Fund Overview
JEQSX Mutual Fund (Johnson Equity Income Fund Class S) is managed by Johnson Mutual Funds with $118.1M in net assets. JEQSX expense ratio is 1.00%, holding 53 positions across sectors including Information Technology, Unknown, Industrials. Inception date: 2023-09-18.
JEQSX performance shows a YTD return of 1.77%. The 1-year return is 9.36%. JEQSX dividend yield stands at 3.86%, paid annually.
JEQSX top holdings include Microsoft Corp 4.100 Feb 06 37 (3.9%), American Electric Power Co Inc (3.4%), Amazon.Com Inc (3.3%), Williams Companies Inc (3.3%), Visa Inc. Class A ( V ) (2.9%). View all JEQSX holdings, sector breakdown, or dividend history.
JEQSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JEQSX alternatives are available via the screener, along with tax-loss harvesting opportunities.