EQNCX Mutual Fund

EQNCX Mutual Fund (MFS Equity Income Fund Class C) is managed by MFS Investment Management with $17.1M in net assets. EQNCX expense ratio is 1.64%, holding 101 positions across sectors including Financials, Information Technology, Industrials. 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 11.39%. EQNCX dividend yield stands at 9.61%, paid quarterly.

EQNCX top holdings include Johnson & Johnson (2.8%), Popular Inc (2.4%), Citigroup Inc. (2.4%), Apple, Inc (2.2%), Seagate Technology Plc (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.