EQNUX Mutual Fund

EQNUX Mutual Fund (MFS Equity Income Fund Class R4) is managed by MFS Investment Management with $5.5M in net assets. EQNUX expense ratio is 0.64%, holding 101 positions across sectors including Financials, Information Technology, Industrials. 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 12.50%. EQNUX dividend yield stands at 10.52%, paid quarterly.

EQNUX 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 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.