EEQAX Mutual Fund (BTS Enhanced Equity Income Fund Class A) is managed by BTS Funds with $800,750.66 in net assets. EEQAX expense ratio is 1.58%, holding 54 positions across sectors including Communication Services, Financials, Unknown. Inception date: 2024-10-04.

EEQAX performance shows a YTD return of 4.78%. The 1-year return is 10.69%. EEQAX dividend yield stands at 1.51%, paid quarterly.

EEQAX 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 EEQAX holdings, sector breakdown, or dividend history.

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