MFS Equity Income FundEQNUX
Type
Mutual fund
Peer group
Global equity
Net assets
$790.9M
Expense ratio
0.64%
1-year return
+33.4%
3 years, a year
+18.3%
5 years, a year
+12.3%
Holdings
102
What it aims to do.
The funds investment objective is to seek total return through a combination of current income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JNJ Johnson & Johnson | 2.56% |
| PFE Pfizer Inc | 2.38% |
| GOOGL Alphabet Inc | 2.33% |
| BPOP Popular Inc | 2.30% |
| C Citigroup Inc | 2.24% |
| LRCX Lam Research Corp | 2.20% |
| JOBY TechnipFMC PLC | 2.08% |
| POR Portland General Electric Co | 2.07% |
| NTRS Northern Trust Corp | 2.02% |
| AG AGCO Corp | 2.00% |
More on EQNUX.
- EQNUX overview
- EQNUX holdings
- EQNUX risk
- EQNUX costs
- EQNUX money in and out
- EQNUX share classes
- Compare EQNUX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.