EEQIX Mutual Fund

EEQIX Mutual Fund (BTS Enhanced Equity Income Fund Class I) is managed by BTS Funds with $14.2M in net assets. EEQIX expense ratio is 1.33%, holding 54 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2024-06-28.

EEQIX performance shows a YTD return of 10.30%. The 1-year return is 16.30%. EEQIX dividend yield stands at 1.62%, paid quarterly.

EEQIX 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 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.