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EQNUX
Mutual Fund ticker: NASDAQ
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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

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
0.64
Min. Initial Investment
N/A
Fund Existence
over 12 years
Turnover
45.00
Front Load
N/A
Net Assets
602836860.00
Manager Tenure
N/A

Fundamentals

EQNUX
Net Assets
603M
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
0
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
No
Fund Share Class Net Assets
2.84M
Fund Type
OpenEnd
Index Fund
No
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
1.432
Annual Yield % from dividends
2.31
Returns for 1 year
1.55
Returns for 3 years
13.32
Returns for 5 years
94.23
Returns for 10 years
95.45
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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