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 107 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2012-09-27.

EQNRX performance shows a YTD return of 19.03%. The 1-year return is 23.61% and the 5-year return is 11.15%. EQNRX dividend yield stands at 9.59%, paid quarterly.

EQNRX 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 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.