UIVMX Mutual Fund

UIVMX Mutual Fund (MFS Intrinsic Equity Fund Class R1) is managed by MFS Investment Management with $82,501.18 in net assets. UIVMX expense ratio is 1.69%, holding 78 positions across sectors including Information Technology, Materials, Industrials. 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 5.76%, paid annually.

UIVMX 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 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.