UIVMX Mutual Fund
UIVMX Mutual Fund
UIVMX Mutual Fund
MFS Intrinsic Equity Fund Class R1
UIVMX Mutual Fund Overview
UIVMX Mutual Fund (MFS Intrinsic Equity Fund Class R1) is managed by MFS Investment Management with $83,066.44 in net assets. UIVMX expense ratio is 1.69%, holding 78 positions across sectors including Information Technology, Financials, Materials. Inception date: 2022-02-08.
UIVMX performance shows a YTD return of 3.32%. The 1-year return is 7.94%. UIVMX dividend yield stands at 6.07%, paid annually.
UIVMX 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 UIVMX holdings, UIVMX sectors, or UIVMX dividends.
UIVMX can be compared against other funds. Use UIVMX overlap to find shared positions, or UIVMX vs another fund for a side-by-side view. UIVMX alternatives are available via the screener, along with tax-loss harvesting opportunities.