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MFS Equity Income R1 EQNRX Fund Analysis

| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis EQNRX

Will EQNRX outperform in future?

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

MFS Equity Income R1’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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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 most expensive quintile among peers.

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