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EQNCX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Equity Income C (EQNCX) Ownership - Who owns MFS Equity Income C?

The investment seeks total return through a combination of current income and capital appreciation... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

EQNCX

Net Assets

627M

Fund Existence

over 12 years

Turnover

45.00

Total Expense Ratio

1.64

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.70

Assets in Top Ten Holdings

143M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

14.3M

Fund Type

OpenEnd

Index Fund

Management Fee

0.50

Modified Duration

N/A

No Load Fund

Number of Long Holdings

101.00

Number of Net Holdings

101.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

22.73%

Gain YTD

1.978

Annual Yield % from dividends

1.34

Returns for 1 year

-0.47

Returns for 3 years

20.52

Returns for 5 years

60.07

Returns for 10 years

68.36

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Category LargeValue

Profile

Fundamentals

Details