UIVQX Mutual Fund

UIVQX Mutual Fund (MFS Intrinsic Equity Fund Class R4) is managed by MFS Investment Management with $82,239.14 in net assets. UIVQX expense ratio is 0.69%, holding 82 positions across sectors including Information Technology, Materials, Industrials. Inception date: 2022-02-08.

UIVQX performance shows a YTD return of 9.63%. The 1-year return is 12.94%. UIVQX dividend yield stands at 6.13%, paid annually.

UIVQX 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 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.