EQNSX Mutual Fund

EQNSX Mutual Fund (MFS Equity Income Fund Class R2) is managed by MFS Investment Management with $747,708.68 in net assets. EQNSX expense ratio is 1.14%, holding 107 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2012-09-27.

EQNSX performance shows a YTD return of 19.35%. The 1-year return is 24.18% and the 5-year return is 11.69%. EQNSX dividend yield stands at 10.05%, paid quarterly.

EQNSX 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 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.