EQNUX Mutual Fund

EQNUX Mutual Fund (MFS Equity Income Fund Class R4) is managed by MFS Investment Management with $5.6M in net assets. EQNUX expense ratio is 0.64%, holding 101 positions across sectors including Financials, Industrials, Health Care. Inception date: 2012-09-27.

EQNUX performance shows a YTD return of 18.21%. The 1-year return is 27.31% and the 5-year return is 12.00%. EQNUX dividend yield stands at 10.66%, paid quarterly.

EQNUX 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 EQNUX holdings, EQNUX sectors, or EQNUX dividends.

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