EEQIX Mutual Fund (BTS Enhanced Equity Income Fund Class I) is managed by BTS Funds with $13.9M in net assets. EEQIX expense ratio is 1.33%, holding 54 positions across sectors including Communication Services, Financials, Unknown. Inception date: 2024-06-28.

EEQIX performance shows a YTD return of 4.80%. The 1-year return is 10.95%. EEQIX dividend yield stands at 1.74%, paid quarterly.

EEQIX top holdings include Allegion Plc_None_0 (5.6%), Paychex Inc.… (5.5%), Alphabet Inc series C (4.2%), Meta Platforms, Inc. (4.2%), Jpmorgan Equity Premium Income ETF (4.0%). View all EEQIX holdings, sector breakdown, or dividend history.

EEQIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EEQIX alternatives are available via the screener, along with tax-loss harvesting opportunities.