EQNVX Mutual Fund

EQNVX Mutual Fund (MFS Equity Income Fund Class R6) is managed by MFS Investment Management with $142.4M in net assets. EQNVX expense ratio is 0.55%, holding 107 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2012-09-27.

EQNVX performance shows a YTD return of 19.90%. The 1-year return is 24.93% and the 5-year return is 12.35%. EQNVX dividend yield stands at 10.47%, paid quarterly.

EQNVX 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 EQNVX holdings, EQNVX sectors, or EQNVX dividends.

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