MEQRX Mutual Fund

MEQRX Mutual Fund (MFS Global Equity Fund Cl R2) is managed by MFS Investment Management with $11.8M in net assets. MEQRX expense ratio is 1.40%, holding 89 positions across sectors including Information Technology, Health Care, Industrials. 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 20.80%, paid annually.

MEQRX top holdings include Alphabet Inc,class A (4.5%), Microsoft Corp (4.1%), Amazon.Com Inc (4.0%), Nvidia Corp (3.6%), Visa Inc Class A (3.4%). 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.