EQNBX Mutual Fund
EQNBX Mutual Fund
MFS Equity Income Fund Class B
EQNBX Mutual Fund Overview
EQNBX Mutual Fund (MFS Equity Income Fund Class B) is managed by MFS Investment Management with $1.3M in net assets. EQNBX expense ratio is 1.64%, holding 101 positions across sectors including Financials, Unknown, Industrials. Inception date: 2012-09-27.
EQNBX performance shows a YTD return of 13.60%. The 1-year return is 23.99% and the 5-year return is 10.65%. EQNBX dividend yield stands at 9.88%, paid quarterly.
EQNBX top holdings include Johnson & Johnson (2.5%), Lam Research Corp (2.3%), Popular Inc (2.2%), Alphabet Inc Common Stock USD 0.001 (2.2%), Portland General (2.1%). View all EQNBX holdings, sector breakdown, or dividend history.
EQNBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EQNBX alternatives are available via the screener, along with tax-loss harvesting opportunities.