EQNCX Mutual Fund
EQNCX Mutual Fund
MFS Equity Income Fund Class C
EQNCX Mutual Fund Overview
EQNCX Mutual Fund (MFS Equity Income Fund Class C) is managed by MFS Investment Management with $16.7M in net assets. EQNCX expense ratio is 1.64%, holding 101 positions across sectors including Financials, Unknown, Industrials. Inception date: 2012-09-27.
EQNCX performance shows a YTD return of 13.63%. The 1-year return is 24.04% and the 5-year return is 10.66%. EQNCX dividend yield stands at 9.95%, paid quarterly.
EQNCX top holdings include Johnson & Johnson (2.5%), Lam Research Corp (2.3%), Alphabet Inc Common Stock USD 0.001 (2.2%), Popular Inc (2.2%), Portland General (2.1%). View all EQNCX holdings, sector breakdown, or dividend history.
EQNCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EQNCX alternatives are available via the screener, along with tax-loss harvesting opportunities.