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EQNRX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

MFS Equity Income R1 (EQNRX) Ownership - Who owns MFS Equity Income R1?

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

Category: #Large Value

Profile

Category
Large Value
Address
MFS Series Trust VII111 Huntington Avenue, 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com

Details

Group
Domestic Stock Funds
Category
Large Value
Total Expense Ratio
1.64
Min. Initial Investment
N/A
Fund Existence
almost 13 years
Turnover
45.00
Front Load
N/A
Net Assets
650804350.00
Manager Tenure
N/A

Fundamentals

EQNRX
Net Assets
651M
Fund Existence
almost 13 years
Turnover
45.00
Total Expense Ratio
1.64
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
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
No
Fund Share Class Net Assets
952K
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.50
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
103.00
Number of Net Holdings
103.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
20.84%
Gain YTD
8.000
Annual Yield % from dividends
1.19
Returns for 1 year
9.70
Returns for 3 years
25.73
Returns for 5 years
51.48
Returns for 10 years
84.02
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
MFS Series Trust VII111 Huntington Avenue, 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com