UIVVX Mutual Fund (MFS Intrinsic Equity Fund Class A) is managed by MFS Investment Management with $1.0M in net assets. UIVVX expense ratio is 0.94%, holding 78 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2022-02-08.

UIVVX performance shows a YTD return of -0.72%. The 1-year return is 5.41%. UIVVX dividend yield stands at 6.50%, paid annually.

UIVVX top holdings include Microsoft Corp 4.100 Feb 06 37 (6.2%), Amazon.Com Inc (4.7%), Charles Schwab Corp. (3.0%), Wheaton Precious Metals Corp (2.9%), Taiwan Semi. Mfg. Co., Adr (2.6%). View all UIVVX holdings, sector breakdown, or dividend history.

UIVVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UIVVX alternatives are available via the screener, along with tax-loss harvesting opportunities.