EQNSX Mutual Fund
EQNSX Mutual Fund
MFS Equity Income Fund Class R2
EQNSX Mutual Fund Overview
EQNSX Mutual Fund (MFS Equity Income Fund Class R2) is managed by MFS Investment Management with $758,390.06 in net assets. EQNSX expense ratio is 1.14%, holding 101 positions across sectors including Financials, Unknown, Industrials. Inception date: 2012-09-27.
EQNSX performance shows a YTD return of 13.91%. The 1-year return is 24.67% and the 5-year return is 11.25%. EQNSX dividend yield stands at 10.40%, paid quarterly.
EQNSX 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 EQNSX holdings, sector breakdown, or dividend history.
EQNSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EQNSX alternatives are available via the screener, along with tax-loss harvesting opportunities.