EQNAX Mutual Fund
EQNAX Mutual Fund
MFS Equity Income Fund Class A
EQNAX Mutual Fund Overview
EQNAX Mutual Fund (MFS Equity Income Fund Class A) is managed by MFS Investment Management with $485.9M in net assets. EQNAX expense ratio is 0.89%, holding 101 positions across sectors including Financials, Unknown, Industrials. Inception date: 2012-09-27.
EQNAX performance shows a YTD return of 14.06%. The 1-year return is 24.97% and the 5-year return is 11.49%. EQNAX dividend yield stands at 10.68%, paid quarterly.
EQNAX top holdings include JOHNSON AND JOHNSON (2.5%), Lam Research Corp (2.3%), 'alphabet Inc., Class 'a'' (2.2%), Popular Inc (2.2%), Portland General Electric Co. (2.1%). View all EQNAX holdings, sector breakdown, or dividend history.
EQNAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EQNAX alternatives are available via the screener, along with tax-loss harvesting opportunities.