Morningstar

MFS Equity Income Fund Class R3 EQNTX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $25.22  /  −0.51 %
  • Fund Size $936.0M
  • Adjusted Expense Ratio 0.890%
  • Net Expense Ratio 0.880%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.62%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis EQNTX

Will EQNTX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EQNTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EQNTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EQNTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Equity Income R3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings EQNTX

More EQNTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.00 38M
Technology

Johnson & Johnson

2.90 28M
Healthcare

Pfizer Inc

2.50 24M
Healthcare

Popular Inc

2.42 23M
Financial Services

Amazon.com Inc

2.37 23M
Consumer Cyclical

Apple Inc

2.32 22M
Technology

Citigroup Inc

2.16 20M
Financial Services

Northern Trust Corp

2.12 20M
Financial Services

The Cigna Group

2.11 20M
Healthcare

TechnipFMC PLC

2.01 19M
Energy

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