EEQAX Mutual Fund

EEQAX Mutual Fund (BTS Enhanced Equity Income Fund Class A) is managed by BTS Funds with $767,005.97 in net assets. EEQAX expense ratio is 1.58%, holding 50 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2024-10-04.

EEQAX performance shows a YTD return of 5.62%. The 1-year return is 6.28%. EEQAX dividend yield stands at 1.48%, paid quarterly.

EEQAX 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 EEQAX holdings, EEQAX sectors, or EEQAX dividends.

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