Mfs Equity Income Fund Quote
| EQNRX Fund | USD 23.04 0.20 0.88% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Mfs Equity is trading at 23.04 as of the 29th of November 2024; that is 0.88% up since the beginning of the trading day. The fund's open price was 22.84. Mfs Equity has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Mfs Equity Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities. It invests the majority of its assets in dividend-paying common stocks, but may invest in other types of income-producing securities, including convertible securities, preferred stocks, and equity interests in REITs, and may also invest in non-income-producing equity securities. More on Mfs Equity Income
Moving against Mfs Mutual Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Value Funds, Large Value, MFS, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Mfs Equity Income [EQNRX] is traded in USA and was established 29th of November 2024. Mfs Equity is listed under MFS category by Fama And French industry classification. The fund is listed under Large Value category and is part of MFS family. This fund currently has accumulated 203.85 M in assets under management (AUM) with no minimum investment requirementsMfs Equity Income is currently producing year-to-date (YTD) return of 16.18% with the current yeild of 0.01%, while the total return for the last 3 years was 7.84%.
Check Mfs Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Equity Income Mutual Fund Constituents
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| GD | General Dynamics | Stock | Industrials | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| AAPL | Apple Inc | Stock | Information Technology | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| C | Citigroup | Stock | Financials |
Mfs Equity Income Risk Profiles
| Mean Deviation | 0.5104 | |||
| Semi Deviation | 0.4933 | |||
| Standard Deviation | 0.6926 | |||
| Variance | 0.4796 |
Mfs Equity Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Equity financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Equity security.
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