EQNRX Mutual Fund

EQNRX Mutual Fund (MFS Equity Income Fund Class R1) is managed by MFS Investment Management with $1.2M in net assets. EQNRX expense ratio is 1.64%, holding 101 positions across sectors including Financials, Industrials, Health Care. Inception date: 2012-09-27.

EQNRX performance shows a YTD return of 17.56%. The 1-year return is 26.08% and the 5-year return is 10.89%. EQNRX dividend yield stands at 9.71%, paid quarterly.

EQNRX 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 EQNRX holdings, EQNRX sectors, or EQNRX dividends.

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