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 $699,944.76 in net assets. UIVIX expense ratio is 0.69%, holding 78 positions across sectors including Information Technology, Financials, Materials. 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 6.47%, paid annually.
UIVIX top holdings include Microsoft Corp (6.2%), Amazon.Com Inc (4.7%), Schwab Strategic T (3.0%), Wheaton Precious Metals Corp (2.9%), Taiwan Semiconductor - Adr (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.