UIVIX Mutual Fund
UIVIX Mutual Fund
UIVIX Mutual Fund
MFS Intrinsic Equity Fund Class I
UIVIX Mutual Fund Overview
UIVIX Mutual Fund (MFS Intrinsic Equity Fund Class I) is managed by MFS Investment Management with $695,544.56 in net assets. UIVIX expense ratio is 0.69%, holding 78 positions across sectors including Information Technology, Materials, Industrials. Inception date: 2022-02-08.
UIVIX performance shows a YTD return of 3.90%. The 1-year return is 9.05%. UIVIX dividend yield stands at 6.13%, paid annually.
UIVIX 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 UIVIX holdings, UIVIX sectors, or UIVIX dividends.
UIVIX can be compared against other funds. Use UIVIX overlap to find shared positions, or UIVIX vs another fund for a side-by-side view. UIVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.