EQNSX Mutual Fund

EQNSX Mutual Fund (MFS Equity Income Fund Class R2) is managed by MFS Investment Management with $781,173.02 in net assets. EQNSX expense ratio is 1.14%, holding 101 positions across sectors including Financials, Industrials, Health Care. Inception date: 2012-09-27.

EQNSX performance shows a YTD return of 17.84%. The 1-year return is 26.67% and the 5-year return is 11.44%. EQNSX dividend yield stands at 10.18%, paid quarterly.

EQNSX 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 EQNSX holdings, EQNSX sectors, or EQNSX dividends.

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