EQNCX Mutual Fund
EQNCX Mutual Fund
EQNCX Mutual Fund
MFS Equity Income Fund Class C
EQNCX Mutual Fund Overview
EQNCX Mutual Fund (MFS Equity Income Fund Class C) is managed by MFS Investment Management with $16.3M in net assets. EQNCX expense ratio is 1.64%, holding 101 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2012-09-27.
EQNCX performance shows a YTD return of 14.99%. The 1-year return is 17.23% and the 5-year return is 10.87%. EQNCX dividend yield stands at 1.02%, paid quarterly.
EQNCX top holdings include Microsoft Corp (4.6%), Johnson & Johnson - Common (3.0%), Apple Inc (3.0%), Amazon.Com Inc (2.6%), Pfizer Inc (2.6%). 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.