Nasdaq - Delayed Quote USD

MFS Equity Income Fund (EQNTX)

21.31
-0.02
(-0.09%)
At close: May 23 at 8:00:37 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.85%
5y Average Return 14.92%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (May 23, 2025) 30.90%
Worst 1Y Total Return (May 23, 2025) --
Best 3Y Total Return 30.90%
Worst 3Y Total Return 5.96%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
EQNTX
Category
YTD
-1.78%
4.44%
1-Month
-2.42%
-4.04%
3-Month
-5.82%
4.09%
1-Year
5.36%
14.37%
3-Year
8.84%
6.04%
5-Year
14.08%
9.20%
10-Year
9.12%
8.57%
Last Bull Market
12.90%
22.97%
Last Bear Market
-11.86%
-11.27%

Annual Total Return (%) History

Year
EQNTX
Category
2025
--
--
2024
12.61%
--
2023
15.86%
11.63%
2022
-7.13%
-5.90%
2021
26.04%
26.22%
2020
8.22%
2.91%
2019
25.47%
25.04%
2018
-7.67%
-8.53%

2017
19.61%
15.94%
2016
10.39%
14.81%
2015
-1.09%
-4.05%
2014
8.95%
10.21%
2013
30.90%
31.21%
2012
--
14.57%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.66% -- -- --
2024 9.14% 0.82% 4.45% -2.02%
2023 2.47% 5.23% -3.32% 11.15%
2022 -1.76% -11.86% -4.79% 12.65%
2021 8.90% 7.34% -0.76% 8.65%
2020 -24.02% 17.46% 5.52% 14.92%
2019 11.89% 2.16% -0.02% 9.79%
2018 -2.25% 1.67% 6.06% -12.40%
2017 6.19% 2.83% 4.04% 5.28%
2016 1.52% 1.57% 4.19% 2.75%

2015 0.86% 1.44% -7.16% 4.12%
2014 3.17% 4.32% -0.47% 1.72%
2013 9.76% 3.01% 4.71% 10.57%
2012 -0.51% -- -- --

Rank in Category (By Total Return)

YTD 54
1-Month 27
3-Month 54
1-Year 75
3-Year 32
5-Year 36

Load Adjusted Returns

1-Year 5.36%
3-Year 8.84%
5-Year 14.08%
10-Year 9.12%

Performance & Risk

YTD Return 1.85%
5y Average Return 14.92%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family MFS
Net Assets 589.51M
YTD Return -1.78%
Yield 2.10%
Morningstar Rating
Inception Date Sep 27, 2012

Fund Summary

The fund normally invests at least 80% 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. The fund may invest its assets in foreign securities.

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