Skip to Content

MFS Equity Income C EQNCX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 21.44  /  +1.23 %
  • Total Assets 511.4 Mil
  • Adj. Expense Ratio
    1.640%
  • Expense Ratio 1.640%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.84%
  • Turnover 42%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis EQNCX

Will EQNCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

MFS Equity Income C’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EQNCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.36 26.4 Mil
Technology

Apple Inc

3.52 17.3 Mil
Technology

JPMorgan Chase & Co

3.39 16.7 Mil
Financial Services

Alphabet Inc Class A

2.67 13.2 Mil
Communication Services

The Cigna Group

2.59 12.8 Mil
Healthcare

Wells Fargo & Co

2.42 11.9 Mil
Financial Services

Target Corp

2.41 11.9 Mil
Consumer Defensive

Lam Research Corp

2.38 11.7 Mil
Technology

Currency Cash CASH_USD

2.30 11.3 Mil
Cash and Equivalents

McKesson Corp

2.21 10.9 Mil
Healthcare