JEQSX Mutual Fund
JEQSX Mutual Fund
JEQSX Mutual Fund
Johnson Equity Income Fund Class S
JEQSX Mutual Fund Overview
JEQSX Mutual Fund (Johnson Equity Income Fund Class S) is managed by Johnson Mutual Funds with $110.9M in net assets. JEQSX expense ratio is 1.00%, holding 55 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2023-09-18.
JEQSX performance shows a YTD return of 7.80%. The 1-year return is 12.32% and the 5-year return is 7.51%. JEQSX dividend yield stands at 3.64%, paid annually.
JEQSX top holdings include Microsoft Corp (4.3%), Amazon.Com Inc (3.0%), Visa Inc Class A (3.0%), Stryker Corp 3.375 11/25 (2.9%), American Electric Power Co Inc (2.8%). Go to all JEQSX holdings, JEQSX sectors, or JEQSX dividends.
JEQSX can be compared against other funds. Use JEQSX overlap to find shared positions, or JEQSX vs another fund for a side-by-side view. JEQSX alternatives are available via the screener, along with tax-loss harvesting opportunities.