UIVVX Mutual Fund Analysis & Holdings | MarketXLS

UIVVX Mutual Fund

NAV$13.67

AUM$1M

TER0.94%

Holdings78

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UIVVX Mutual Fund

NAV$13.67

MFS Intrinsic Equity Fund Class A

AUM$1M

TER0.94%

Holdings78

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare UIVVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings UIVVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

UIVVX Mutual Fund Overlap Analysis

UIVVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

UIVVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, UIVVX may share significant positions with broad-market funds.

UIVVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. UIVVX tax-loss harvesting finds highly correlated but non-identical funds.