EQNVX Mutual Fund

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, Industrials, Health Care. Inception date: 2012-09-27.

EQNVX performance shows a YTD return of 14.25%. 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 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%). Go to all EQNVX holdings, EQNVX sectors, or EQNVX dividends.

EQNVX can be compared against other funds. Use EQNVX overlap to find shared positions, or EQNVX vs another fund for a side-by-side view. EQNVX alternatives are available via the screener, along with tax-loss harvesting opportunities.