UIVVX Mutual Fund

UIVVX Mutual Fund (MFS Intrinsic Equity Fund Class A) is managed by MFS Investment Management with $1.1M in net assets. UIVVX expense ratio is 0.94%, holding 78 positions across sectors including Information Technology, Financials, Materials. Inception date: 2022-02-08.

UIVVX performance shows a YTD return of 3.75%. The 1-year return is 8.68%. UIVVX dividend yield stands at 6.22%, paid annually.

UIVVX 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 UIVVX holdings, UIVVX sectors, or UIVVX dividends.

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