EQNUX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Equity Income R4 (EQNUX) Ownership - Who owns MFS Equity Income R4?

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

EQNUX

Net Assets

574M

Fund Existence

over 12 years

Turnover

45.00

Total Expense Ratio

0.64

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.70

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

2.69M

Fund Type

OpenEnd

Index Fund

Management Fee

0.50

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

97.00

Number of Net Holdings

97.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

24.58%

Gain YTD

-4.267

Annual Yield % from dividends

2.31

Returns for 1 year

-2.09

Returns for 3 years

11.19

Returns for 5 years

63.67

Returns for 10 years

80.31

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General Information

Category LargeValue

Profile

Fundamentals

Details