UIVNX Mutual Fund
UIVNX Mutual Fund
UIVNX Mutual Fund
MFS Intrinsic Equity Fund Class R2
UIVNX Mutual Fund Overview
UIVNX Mutual Fund (MFS Intrinsic Equity Fund Class R2) is managed by MFS Investment Management with $81,895.24 in net assets. UIVNX expense ratio is 1.19%, holding 82 positions across sectors including Information Technology, Materials, Industrials. Inception date: 2022-02-08.
UIVNX performance shows a YTD return of 9.32%. The 1-year return is 12.35%. UIVNX dividend yield stands at 5.70%, paid annually.
UIVNX top holdings include Microsoft Corp (6.6%), Amazon.Com Inc (6.0%), Taiwan Semiconductor - Adr (3.2%), Wheaton Precious Metals Corp (3.0%), Colgate-Palmolive Co (2.6%). Go to all UIVNX holdings, UIVNX sectors, or UIVNX dividends.
UIVNX can be compared against other funds. Use UIVNX overlap to find shared positions, or UIVNX vs another fund for a side-by-side view. UIVNX alternatives are available via the screener, along with tax-loss harvesting opportunities.