EQNIX Mutual Fund

EQNIX Mutual Fund (MFS Equity Income Fund Class I) is managed by MFS Investment Management with $275.5M in net assets. EQNIX expense ratio is 0.64%, holding 107 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2012-09-27.

EQNIX performance shows a YTD return of 19.79%. The 1-year return is 24.81% and the 5-year return is 12.26%. EQNIX dividend yield stands at 10.52%, paid quarterly.

EQNIX 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 EQNIX holdings, EQNIX sectors, or EQNIX dividends.

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