EEQAX Mutual Fund

EEQAX Mutual Fund (BTS Enhanced Equity Income Fund Class A) is managed by BTS Funds with $817,297.59 in net assets. EEQAX expense ratio is 1.58%, holding 54 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2024-10-04.

EEQAX performance shows a YTD return of 10.18%. The 1-year return is 16.04%. EEQAX dividend yield stands at 1.41%, paid quarterly.

EEQAX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (7.0%), Edison Intl (5.9%), Microsoft Corp (5.6%), Motorola Solutions, Inc (5.6%), Alphabet Inc,class A (4.2%). Go to all EEQAX holdings, EEQAX sectors, or EEQAX dividends.

EEQAX can be compared against other funds. Use EEQAX overlap to find shared positions, or EEQAX vs another fund for a side-by-side view. EEQAX alternatives are available via the screener, along with tax-loss harvesting opportunities.