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MFS Equity Income C (EQNCX)

21.34 -0.08 (-0.37%)
At close: 8:00 PM EDT
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  • Previous Close 21.42
  • YTD Return 9.03%
  • Expense Ratio 0.89%
  • Category Large Value
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 526.29M
  • Beta (5Y Monthly) 0.89
  • Yield 0.87%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend 0.06
  • Inception Date Sep 27, 2012

The fund normally invests at least 80% of its net assets in equity securities. It invests the majority of its assets in dividend-paying common stocks, but may invest in other types of income-producing securities, including convertible securities, preferred stocks, and equity interests in REITs, and may also invest in non-income-producing equity securities. The fund may invest its assets in foreign securities.

MFS

Fund Family

Large Value

Fund Category

526.29M

Net Assets

2012-09-27

Inception Date

More about MFS Equity Income C

Performance Overview: EQNCX

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Trailing returns as of 6/13/2024. Category is Large Value.

YTD Return

EQNCX
9.03%
Category
4.44%
 

1-Year Return

EQNCX
24.31%
Category
14.37%
 

3-Year Return

EQNCX
7.98%
Category
6.04%
 

5-Year Return

EQNCX
12.56%
Category
9.20%
 

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Holdings: EQNCX

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Top 10 Holdings (27.62% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 4.83%
JPM
JPMorgan Chase & Co. 3.48%
CI
The Cigna Group 2.74%
GOOGL
Alphabet Inc. 2.63%
AAPL
Apple Inc. 2.61%
WFC
Wells Fargo & Company 2.58%
TGT
Target Corporation 2.34%
LRCX
Lam Research Corporation 2.26%
GD
General Dynamics Corporation 2.10%
MCK
McKesson Corporation 2.06%

Sector Weightings

SectorEQNCX
Financial Services   23.44%
Technology   15.48%
Healthcare   14.25%
Industrials   12.63%
Consumer Defensive   7.70%
Energy   6.27%
Communication Services   5.91%
Real Estate   4.54%
Consumer Cyclical   4.01%
Basic Materials   3.18%
Utilities   2.58%
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Recent News: EQNCX

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Research Reports: EQNCX

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