UIVNX Mutual Fund

UIVNX Mutual Fund (MFS Intrinsic Equity Fund Class R2) is managed by MFS Investment Management with $84,378.06 in net assets. UIVNX expense ratio is 1.19%, holding 78 positions across sectors including Information Technology, Materials, Industrials. Inception date: 2022-02-08.

UIVNX performance shows a YTD return of 3.59%. The 1-year return is 8.46%. UIVNX dividend yield stands at 6.02%, paid annually.

UIVNX top holdings include Microsoft Corp 4.100 Feb 06 37 (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.