EQNAX Mutual Fund

EQNAX Mutual Fund (MFS Equity Income Fund Class A) is managed by MFS Investment Management with $481.9M in net assets. EQNAX expense ratio is 0.89%, holding 107 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2012-09-27.

EQNAX performance shows a YTD return of 19.57%. The 1-year return is 24.47% and the 5-year return is 11.98%. EQNAX dividend yield stands at 10.31%, paid quarterly.

EQNAX top holdings include Johnson & Johnson - Common (2.7%), Popular Inc (2.5%), Microsoft Corp (2.3%), Apple, Inc (2.3%), Citigroup Inc. (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.