Morningstar

MFS Equity Income Fund Class R4 EQNUX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 25.56  /  −0.31 %
  • Total Assets 910.9M
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.630%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.91%
  • Turnover 40%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis EQNUX

Will EQNUX 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 EQNUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EQNUX 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 EQNUX’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 R4 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EQNUX

More EQNUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lam Research Corp

2.69 22M
Technology

Johnson & Johnson

2.50 20M
Healthcare

Pfizer Inc

2.31 19M
Healthcare

Alphabet Inc Class A

2.29 19M
Communication Services

Popular Inc

2.26 18M
Financial Services

Citigroup Inc

2.18 18M
Financial Services

Seagate Technology Holdings PLC

2.01 16M
Technology

Northern Trust Corp

1.99 16M
Financial Services

Portland General Electric Co

1.98 16M
Utilities

W.P. Carey Inc

1.92 16M
Real Estate

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