EQNTX Mutual Fund (MFS Equity Income Fund Class R3) is managed by MFS Investment Management with $8.4M in net assets. EQNTX expense ratio is 0.89%, holding 101 positions across sectors including Financials, Unknown, Industrials. Inception date: 2012-09-27.

EQNTX performance shows a YTD return of 15.81%. The 1-year return is 25.01% and the 5-year return is 11.53%. EQNTX dividend yield stands at 10.64%, paid quarterly.

EQNTX 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 EQNTX holdings, sector breakdown, or dividend history.

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