MEQRX Mutual Fund

MEQRX Mutual Fund (MFS Global Equity Fund Cl R2) is managed by MFS Investment Management with $12.5M in net assets. MEQRX expense ratio is 1.40%, holding 81 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2003-10-31.

MEQRX performance shows a YTD return of 4.54%. The 1-year return is 10.68% and the 5-year return is 3.46%. MEQRX dividend yield stands at 21.25%, paid annually.

MEQRX top holdings include Microsoft Corp (4.4%), Alphabet Inc Common Stock USD 0.001 (4.0%), Amazon.Com Inc (3.4%), Visa Inc Class A (3.2%), Schwab Strategic T (2.8%). Go to all MEQRX holdings, MEQRX sectors, or MEQRX dividends.

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