EQNAX : MFS Equity Income Fund Class A

EQNAX is a US Stocks Market Large Value with MODERATE fees.

EQNAX

MFS Equity Income Fund Class A

FI Score

38 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

38% FI Score
  • eqnax
  • Mutual Fund
  • US Stocks
  • Large Value

MFS Equity Income Fund Class A

Expenses: 0.89% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks total return through a combination of current income and capital appreciation. 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.

Largest Holdings

Amount Holding
8.28% Microsoft Corp
4.14% Apple Inc
3.29% Eli Lilly and Co
2.82% Bank of America Corp
2.68% Comcast Corp Class A
2.54% McKesson Corp
2.54% Roche Holding AG Dividend Right Cert.
2.45% Eaton Corp PLC
2.43% Target Corp
2.19% Taiwan Semiconductor Manufacturing Co Ltd ADR
2.18% Citigroup Inc
2.14% Starbucks Corp
2.11% Exelon Corp
2.06% Merck & Co Inc
1.88% JM Smucker Co
1.87% HCA Healthcare Inc
1.82% Morgan Stanley
1.82% Alphabet Inc A
1.71% AGCO Corp
1.66% Walmart Inc
1.52% Amazon.com Inc
1.41% MetLife Inc
1.39% Zurich Insurance Group AG
1.32% Fiserv Inc
1.27% CenterPoint Energy Inc 7% PRF CONVERT 01/09/2021 USD 1000 - Ser B (1/20th i

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