EQNAX Mutual Fund

EQNAX Mutual Fund (MFS Equity Income Fund Class A) is managed by MFS Investment Management with $493.1M in net assets. EQNAX expense ratio is 0.89%, holding 101 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2012-09-27.

EQNAX performance shows a YTD return of 18.05%. The 1-year return is 26.97% and the 5-year return is 12.22%. EQNAX dividend yield stands at 10.31%, paid quarterly.

EQNAX top holdings include Johnson & Johnson - Common (2.8%), Popular Inc (2.4%), Citigroup Inc. (2.4%), Apple, Inc (2.2%), Seagate Technology Holdings Plc (2.2%). Go to all EQNAX holdings, EQNAX sectors, or EQNAX dividends.

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