EQNUX Mutual Fund
EQNUX Mutual Fund
MFS Equity Income Fund Class R4
EQNUX Mutual Fund Overview
EQNUX Mutual Fund (MFS Equity Income Fund Class R4) is managed by MFS Investment Management with $5.4M in net assets. EQNUX expense ratio is 0.64%, holding 101 positions across sectors including Financials, Unknown, Industrials. Inception date: 2012-09-27.
EQNUX performance shows a YTD return of 14.18%. The 1-year return is 25.26% and the 5-year return is 11.80%. EQNUX dividend yield stands at 10.90%, paid quarterly.
EQNUX 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 EQNUX holdings, sector breakdown, or dividend history.
EQNUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EQNUX alternatives are available via the screener, along with tax-loss harvesting opportunities.