MFS Equity Income Fund Class B EQNBX
Strategy
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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
EQNIX
| MFS Equity Income Fund Class I | Institutional | Open | $274.84M | 0.640% | Average | $0 | $75.03M | |||
EQNAX
| MFS Equity Income Fund Class A | Front Load | Open | $483.04M | 0.890% | Below Average | $1,000 | $5.63M | |||
EQNBX
| MFS Equity Income Fund Class B | Deferred Load | Closed | $1.17M | 1.640% | High | $1,000 | −$890,935.99 | |||
EQNCX
| MFS Equity Income Fund Class C | Level Load | Open | $16.41M | 1.640% | Below Average | $1,000 | −$128,124.41 | |||
EQNVX
| MFS Equity Income Fund Class R6 | Retirement, Large | Open | $144.83M | 0.550% | Average | $0 | $42.30M | |||
EQNUX
| MFS Equity Income Fund Class R4 | Retirement, Large | Open | $5.85M | 0.640% | Above Average | $0 | $1.97M | |||
EQNTX
| MFS Equity Income Fund Class R3 | Retirement, Medium | Open | $7.91M | 0.890% | Low | $0 | $5.08M | |||
EQNSX
| MFS Equity Income Fund Class R2 | Retirement, Medium | Open | $749,867.00 | 1.140% | Average | $0 | −$29,212.57 | |||
EQNRX
| MFS Equity Income Fund Class R1 | Retirement, Small | Open | $1.17M | 1.640% | High | $0 | −$3,360.91 |
United States