GEQIX Mutual Fund

GEQIX Mutual Fund (Equity Income Portfolio) is managed by John Hancock Investment Management with $23.0M in net assets. GEQIX expense ratio is 0.85%, holding 45 positions across sectors including Financials, Industrials, Health Care. Inception date: 2016-12-21.

GEQIX performance shows a YTD return of 15.80%. The 1-year return is 17.60% and the 5-year return is 7.35%. GEQIX dividend yield stands at 13.88%, paid quarterly.

GEQIX top holdings include Jpmorgan Chase (4.1%), Texas Instrument Inc (3.7%), Raytheon Co. (3.6%), Morgan Stanley (3.6%), Allstate Corp. (3.5%). Go to all GEQIX holdings, GEQIX sectors, or GEQIX dividends.

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