EEQIX Mutual Fund

EEQIX Mutual Fund (BTS Enhanced Equity Income Fund Class I) is managed by BTS Funds with $14.3M in net assets. EEQIX expense ratio is 1.33%, holding 54 positions across sectors including Communication Services, Financials, Utilities. 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 1.66%, paid quarterly.

EEQIX 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 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.