EQNSX Mutual Fund

EQNSX Mutual Fund (MFS Equity Income Fund Class R2) is managed by MFS Investment Management with $767,220.9 in net assets. EQNSX expense ratio is 1.14%, holding 101 positions across sectors including Financials, Information Technology, Industrials. 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 11.94%. EQNSX dividend yield stands at 10.05%, paid quarterly.

EQNSX top holdings include Johnson & Johnson - Common (2.8%), Popular Inc (2.4%), Citigroup Inc. (2.4%), Apple, Inc (2.2%), Seagate Technology Holdings Plc (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.