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MFS® Equity Income Fund

       
   
   
   

Fact Sheet

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Symbol: EQNAX   CUSIP:  552988636   Newspaper Abbreviation: PENDING   Fund number: 1054  
Daily NAV:  $12.95  (as of 4/17/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Performance

Start of Investment Operations: September 27, 2012
Class Inception: September 27, 2012
Maximum Sales Charge:  5.75%


Average Annual Total Returns, not including sales charges (%)
These results represent the percent change in net asset value.

  Updated Daily as of 4/17/14, subject to revision. (not annualized) Updated Monthly as of 3/31/14
  YTD 1Yr 3Yr 5Yr 10Yr Life
  2.70 23.00 21.62


Average Annual Total Returns, including sales charges (%)
These results represent the percent change in net asset value.

Updated Daily
as of 4/17/14,
subject to revision.
(not annualized)
Updated Monthly as of 3/31/14
YTD 1Yr 3Yr 5Yr 10Yr Life
-3.21 15.93 16.94


Average Annual Total Returns , not including sales charges (%) Updated Quarterly through 3/31/14
These results represent the percent change in net asset value.

  YTD 1Yr 3Yr 5Yr 10Yr Life
  3.17 23.00 21.62



Average Annual Total Returns, including sales charges (%), Updated Quarterly through 3/31/14
These results represent the percent change in net asset value.

YTD 1Yr 3Yr 5Yr 10Yr Life
-2.76 15.93 16.94


Important Performance Information


SEC Yields as of
March 31, 2014 (%)
Without Waiver With Waiver
1.33 1.82
The fund's 30-day yield is based on the yield of a fund's investments over a 30-day period and not on the dividend paid by the fund, which may differ.

 


Annual Rates of Return at NAV (%)
  Year Rate of Return
  2013   30.89    

Expense Ratios (%)
Gross Net
2.67 1.25
Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. Net Expense Ratio reflects the reduction of expenses from fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance. These reductions will continue until at least November 30, 2014.

 
Important Performance Information

 
 
Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

 
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

 
Sales Charges

 
Class A shares ("A") results include the maximum sales charge.

 
Important Risk Considerations

 
The fund may not achieve its objective and/or you could lose money on your investment in the fund.

 
Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, political, regulatory, geopolitical, and other conditions.

 
Investments in foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical, or other conditions.

 
Real estate-related investments can be volatile because of general, regional, and local economic conditions, interest rates, property tax rates and values, zoning laws, regulations, natural disasters, overbuilding, losses due to casualty or condemnation, cash flows, and other factors.

 
Please see the prospectus for further information on these and other risk considerations.

 
This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.