EQNIX Mutual Fund
EQNIX Mutual Fund
MFS Equity Income Fund Class I
EQNIX Mutual Fund Overview
EQNIX Mutual Fund (MFS Equity Income Fund Class I) is managed by MFS Investment Management with $262.2M in net assets. EQNIX expense ratio is 0.64%, holding 101 positions across sectors including Financials, Unknown, Industrials. Inception date: 2012-09-27.
EQNIX performance shows a YTD return of 14.17%. The 1-year return is 25.26% and the 5-year return is 11.76%. EQNIX dividend yield stands at 10.90%, paid quarterly.
EQNIX 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 EQNIX holdings, sector breakdown, or dividend history.
EQNIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EQNIX alternatives are available via the screener, along with tax-loss harvesting opportunities.