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MFS Equity Income R6 EQNVX

Quantitative rating as of
  • NAV / 1-Day Return 18.74  /  0.00
  • Total Assets 388.8 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.03%
  • Turnover 42%

Morningstar’s Analysis EQNVX

Will EQNVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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MFS Equity Income R6’s strong process and parent firm underpin this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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