EQNCX Mutual Fund

EQNCX Mutual Fund (MFS Equity Income Fund Class C) is managed by MFS Investment Management with $17.5M in net assets. EQNCX expense ratio is 1.64%, holding 101 positions across sectors including Financials, Industrials, Health Care. Inception date: 2012-09-27.

EQNCX performance shows a YTD return of 17.55%. The 1-year return is 26.08% and the 5-year return is 10.86%. EQNCX dividend yield stands at 9.73%, paid quarterly.

EQNCX 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 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.