EQNTX Mutual Fund
EQNTX Mutual Fund
EQNTX Mutual Fund
MFS Equity Income Fund Class R3
EQNTX Mutual Fund Overview
EQNTX Mutual Fund (MFS Equity Income Fund Class R3) is managed by MFS Investment Management with $7.9M in net assets. EQNTX expense ratio is 0.89%, holding 101 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2012-09-27.
EQNTX performance shows a YTD return of 15.89%. The 1-year return is 20.16% and the 5-year return is 10.82%. EQNTX dividend yield stands at 1.74%, paid quarterly.
EQNTX top holdings include Microsoft Corp (4.6%), Johnson & Johnson - Common (3.0%), Apple Inc (3.0%), Amazon.Com Inc (2.6%), Pfizer Inc (2.6%). 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.