EQNVX Mutual Fund
EQNVX Mutual Fund
MFS Equity Income Fund Class R6
EQNVX Mutual Fund Overview
EQNVX Mutual Fund (MFS Equity Income Fund Class R6) is managed by MFS Investment Management with $136.1M in net assets. EQNVX expense ratio is 0.55%, holding 101 positions across sectors including Financials, Unknown, Industrials. Inception date: 2012-09-27.
EQNVX performance shows a YTD return of 15.86%. The 1-year return is 25.39% and the 5-year return is 11.89%. EQNVX dividend yield stands at 10.86%, paid quarterly.
EQNVX 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 EQNVX holdings, sector breakdown, or dividend history.
EQNVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EQNVX alternatives are available via the screener, along with tax-loss harvesting opportunities.