EEQIX Mutual Fund

EEQIX Mutual Fund (BTS Enhanced Equity Income Fund Class I) is managed by BTS Funds with $13.6M in net assets. EEQIX expense ratio is 1.33%, holding 50 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2024-06-28.

EEQIX performance shows a YTD return of 5.81%. The 1-year return is 6.64%. EEQIX dividend yield stands at 1.73%, paid quarterly.

EEQIX top holdings include Microsoft Corp (6.3%), Motorola Solutions, Inc (5.8%), Edison Intl (5.5%), Netflix, Inc. (4.3%), Alphabet Inc (4.1%). Go to all EEQIX holdings, EEQIX sectors, or EEQIX dividends.

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