EQNBX Mutual Fund

EQNBX Mutual Fund (MFS Equity Income Fund Class B) is managed by MFS Investment Management with $1.2M in net assets. EQNBX expense ratio is 1.64%, holding 107 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2012-09-27.

EQNBX performance shows a YTD return of 18.98%. The 1-year return is 23.61% and the 5-year return is 11.15%. EQNBX dividend yield stands at 9.54%, paid quarterly.

EQNBX 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 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.