EQNCX Mutual Fund

EQNCX Mutual Fund (MFS Equity Income Fund Class C) is managed by MFS Investment Management with $16.5M in net assets. EQNCX expense ratio is 1.64%, holding 107 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2012-09-27.

EQNCX performance shows a YTD return of 18.98%. The 1-year return is 23.56% and the 5-year return is 11.14%. EQNCX dividend yield stands at 9.61%, paid quarterly.

EQNCX 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 EQNCX holdings, EQNCX sectors, or EQNCX dividends.

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