JEQIX Mutual Fund
JEQIX Mutual Fund
Johnson Equity Income Fund
JEQIX Mutual Fund Overview
JEQIX Mutual Fund (Johnson Equity Income Fund) is managed by Johnson Mutual Funds with $567.4M in net assets. JEQIX expense ratio is 0.75%, holding 53 positions across sectors including Unknown, Information Technology, Industrials. Inception date: 2005-12-30.
JEQIX performance shows a YTD return of 1.96%. The 1-year return is 9.61% and the 5-year return is 7.32%. JEQIX dividend yield stands at 4.09%, paid annually.
JEQIX top holdings include Microsoft Corp 4.100 Feb 06 37 (3.9%), American Electric Power Co Inc (3.4%), Amazon.Com Inc (3.3%), Williams Cos. Inc. (3.3%), Visa Inc Class A (2.9%). View all JEQIX holdings, sector breakdown, or dividend history.
JEQIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JEQIX alternatives are available via the screener, along with tax-loss harvesting opportunities.