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.
- NAV / 1-Day Return 18.74 / 0.00
- Total Assets 388.8 Mil
Adj. Expense Ratio
- 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.