EEQAX Mutual Fund

EEQAX Mutual Fund (BTS Enhanced Equity Income Fund Class A) is managed by BTS Funds with $825,817.85 in net assets. EEQAX expense ratio is 1.58%, holding 54 positions across sectors including Communication Services, Financials, Utilities. 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 1.44%, paid quarterly.

EEQAX top holdings include Allegion (5.6%), Paychex, Inc. (5.5%), Alphabet Inc. C (4.2%), Meta Platforms, Inc. (4.2%), Jpmorgan Equity Premium Income Etf (4.0%). 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.