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Nasdaq - Delayed Quote USD

MFS Equity Income Fund (EQNIX)

19.74
-0.01
(-0.05%)
At close: 8:00:37 PM EDT
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  • Previous Close 19.75
  • YTD Return 0.72%
  • Expense Ratio 0.64%
  • Category Large Value
  • Last Cap Gain 26.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 603.86M
  • Beta (5Y Monthly) 0.88
  • Yield 2.32%
  • 5y Average Return --
  • Holdings Turnover 45.00%
  • Last Dividend 0.07
  • 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

603.86M

Net Assets

2012-09-27

Inception Date

More about MFS Equity Income Fund

Performance Overview: EQNIX

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Trailing returns as of 4/15/2025. Category is Large Value.

YTD Return

EQNIX
0.72%
Category
4.44%
 

1-Year Return

EQNIX
4.18%
Category
14.37%
 

3-Year Return

EQNIX
7.76%
Category
6.04%
 

5-Year Return

EQNIX
17.25%
Category
9.20%
 

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Holdings: EQNIX

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Sector Weightings

SectorEQNIX
Financial Services   22.64%
Healthcare   15.91%
Technology   12.95%
Industrials   11.95%
Consumer Defensive   8.37%
Energy   8.11%
Consumer Cyclical   5.24%
Utilities   4.64%
Real Estate   4.57%
Communication Services   3.19%
Basic Materials   2.44%
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Recent News: EQNIX

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Research Reports: EQNIX

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