UIVCX Mutual Fund

UIVCX Mutual Fund (MFS Intrinsic Equity Fund Class C) is managed by MFS Investment Management with $303,263.23 in net assets. UIVCX expense ratio is 1.69%, holding 78 positions across sectors including Information Technology, Materials, Industrials. Inception date: 2022-02-08.

UIVCX performance shows a YTD return of 3.32%. The 1-year return is 7.94%. UIVCX dividend yield stands at 5.76%, paid annually.

UIVCX top holdings include Microsoft Corp (6.6%), Amazon.Com Inc (6.0%), Taiwan Semiconductor Manufacturing Co Ltd (3.2%), Wheaton Precious Metals Corp (3.0%), Colgate-Palmolive Co (2.6%). Go to all UIVCX holdings, UIVCX sectors, or UIVCX dividends.

UIVCX can be compared against other funds. Use UIVCX overlap to find shared positions, or UIVCX vs another fund for a side-by-side view. UIVCX alternatives are available via the screener, along with tax-loss harvesting opportunities.