MFS® Equity Income Fund

U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.63 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 7.3%
1 Year 23.6%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return through a combination of current income and capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. It invests the majority of the fund's assets in dividend-paying common stocks, but may invest in other types of income-producing securities, including convertible securities, preferred stocks and REITs, and may also invest in non-income-producing equity securities. While the fund may invest its assets in companies of any size, it generally focuses on companies with large capitalizations. It may invest the fund's assets in foreign securities.

Fees

Fees are Low compared to funds in the same category.
MFS® Equity Income Fund has an expense ratio of 2.00 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

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Large Value Funds

Highest Returns (10-year)

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