UIVCX Mutual Fund
UIVCX Mutual Fund
MFS Intrinsic Equity Fund Class C
UIVCX Mutual Fund Overview
UIVCX Mutual Fund (MFS Intrinsic Equity Fund Class C) is managed by MFS Investment Management with $288,797.47 in net assets. UIVCX expense ratio is 1.69%, holding 78 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2022-02-08.
UIVCX performance shows a YTD return of -1.05%. The 1-year return is 4.70%. UIVCX dividend yield stands at 6.34%, paid annually.
UIVCX top holdings include Microsoft Corp 4.100 Feb 06 37 (6.2%), Amazon.Com Inc (4.7%), Charles Schwab Corp. (3.0%), Wheaton Precious Metals Corp (2.9%), Taiwan Semiconductor - Adr (2.6%). View all UIVCX holdings, sector breakdown, or dividend history.
UIVCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UIVCX alternatives are available via the screener, along with tax-loss harvesting opportunities.