EQNRX Mutual Fund (MFS Equity Income Fund Class R1) is managed by MFS Investment Management with $1.2M in net assets. EQNRX expense ratio is 1.64%, holding 101 positions across sectors including Financials, Unknown, Industrials. Inception date: 2012-09-27.

EQNRX performance shows a YTD return of 13.65%. The 1-year return is 24.04% and the 5-year return is 10.69%. EQNRX dividend yield stands at 9.93%, paid quarterly.

EQNRX 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 EQNRX holdings, sector breakdown, or dividend history.

EQNRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EQNRX alternatives are available via the screener, along with tax-loss harvesting opportunities.