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Mfs Equity Income Fund Class A (EQNAX)

US Funds

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23.33 +0.01 +0.04%

29/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 398.85M

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EQNAX Holdings

Comprehensive information about top holdings and Key Holding Information for the MFS Equity Income A (EQNAX) fund. Our MFS Equity Income A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	0.55	0.55
Shares	97.74	97.74
Convertible	0.26	0.26
Preferred	1.45	1.45

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.00	16.07
Price to Book	2.24	2.50
Price to Sales	1.31	1.72
Price to Cash Flow	9.77	10.49
Dividend Yield	2.99	2.49
5 Years Earnings Growth	10.01	9.26

Sector Allocation

Name	Net %	Category Average
Financial Services	28.10	21.44
Healthcare	13.80	14.59
Industrials	13.13	11.95
Technology	8.26	13.16
Energy	8.16	7.40
Consumer Defensive	7.71	8.20
Consumer Cyclical	6.76	7.11
Utilities	4.88	5.23
Real Estate	4.41	3.38
Communication Services	2.65	5.89
Basic Materials	2.15	3.37

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 104

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Wells Fargo&Co	US9497461015	2.81	82.18	+0.24%
JPMorgan	US46625H1005	2.48	301.42	+0.12%
AbbVie	US00287Y1091	2.25	210.40	+1.19%
Citigroup	US1729674242	2.22	96.57	-0.26%
Synchrony Financial	US87165B1035	2.20	76.34	-0.31%
Finning International	CA3180714048	2.13	56.94	-0.78%
Microsoft	US5949181045	2.10	506.69	-0.58%
Popular	PR7331747001	2.10	125.64	+0.69%
Axa Equitable	US29452E1010	1.90	53.26	+0.04%
Northern Trust	US6658591044	1.89	131.28	+0.22%

Top Equity Funds by MFS

Name	Total Assets	YTD%	3Y%	10Y%
MFS Value I	25.19B	6.10	9.37	9.11
MFS Instl International Equity	21.22B	14.43	12.61	7.62
MFS Value R6	19.45B	6.17	9.49	9.22
MFS Growth R6	18.8B	11.18	20.67	15.50
MFS Intl Diversification I	16.37B	16.46	12.01	7.38

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