UIVPX Mutual Fund

UIVPX Mutual Fund (MFS Intrinsic Equity Fund Class R3) is managed by MFS Investment Management with $85,884.74 in net assets. UIVPX expense ratio is 0.94%, holding 78 positions across sectors including Information Technology, Financials, Materials. Inception date: 2022-02-08.

UIVPX performance shows a YTD return of 3.74%. The 1-year return is 8.71%. UIVPX dividend yield stands at 6.24%, paid annually.

UIVPX 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 UIVPX holdings, UIVPX sectors, or UIVPX dividends.

UIVPX can be compared against other funds. Use UIVPX overlap to find shared positions, or UIVPX vs another fund for a side-by-side view. UIVPX alternatives are available via the screener, along with tax-loss harvesting opportunities.