EQNVX Mutual Fund

EQNVX Mutual Fund (MFS Equity Income Fund Class R6) is managed by MFS Investment Management with $144.3M in net assets. EQNVX expense ratio is 0.55%, holding 101 positions across sectors including Financials, Industrials, Health Care. Inception date: 2012-09-27.

EQNVX performance shows a YTD return of 18.30%. The 1-year return is 27.43% and the 5-year return is 12.09%. EQNVX dividend yield stands at 10.62%, paid quarterly.

EQNVX 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 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.