UIVRX Mutual Fund

UIVRX Mutual Fund (MFS Intrinsic Equity Fund Class R6) is managed by MFS Investment Management with $2.6M in net assets. UIVRX expense ratio is 0.62%, holding 78 positions across sectors including Information Technology, Financials, Materials. Inception date: 2022-02-08.

UIVRX performance shows a YTD return of 3.90%. The 1-year return is 8.99%. UIVRX dividend yield stands at 6.50%, paid annually.

UIVRX 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 UIVRX holdings, UIVRX sectors, or UIVRX dividends.

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