EQNBX Mutual Fund

EQNBX Mutual Fund (MFS Equity Income Fund Class B) is managed by MFS Investment Management with $1.4M in net assets. EQNBX expense ratio is 1.64%, holding 101 positions across sectors including Financials, Industrials, Health Care. Inception date: 2012-09-27.

EQNBX performance shows a YTD return of 17.52%. The 1-year return is 26.03% and the 5-year return is 10.85%. EQNBX dividend yield stands at 9.66%, paid quarterly.

EQNBX top holdings include Johnson & Johnson - Common (2.5%), Lam Research Corp (2.3%), Alphabet Inc Common Stock USD 0.001 (2.2%), Popular Inc_None_0 (2.2%), Portland General (2.1%). Go to all EQNBX holdings, EQNBX sectors, or EQNBX dividends.

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