UIVQX Mutual Fund

UIVQX Mutual Fund (MFS Intrinsic Equity Fund Class R4) is managed by MFS Investment Management with $85,235.63 in net assets. UIVQX expense ratio is 0.69%, holding 78 positions across sectors including Information Technology, Financials, Materials. Inception date: 2022-02-08.

UIVQX performance shows a YTD return of 3.90%. The 1-year return is 9.04%. UIVQX dividend yield stands at 6.47%, paid annually.

UIVQX 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 UIVQX holdings, UIVQX sectors, or UIVQX dividends.

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