EQNTX Mutual Fund

EQNTX Mutual Fund (MFS Equity Income Fund Class R3) is managed by MFS Investment Management with $8.0M in net assets. EQNTX expense ratio is 0.89%, holding 107 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2012-09-27.

EQNTX performance shows a YTD return of 19.61%. The 1-year return is 24.51% and the 5-year return is 11.98%. EQNTX dividend yield stands at 10.28%, paid quarterly.

EQNTX 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 EQNTX holdings, EQNTX sectors, or EQNTX dividends.

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