UIVMX Mutual Fund (MFS Intrinsic Equity Fund Class R1) is managed by MFS Investment Management with $78,479.91 in net assets. UIVMX expense ratio is 1.69%, holding 78 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2022-02-08.

UIVMX performance shows a YTD return of -1.05%. The 1-year return is 4.70%. UIVMX dividend yield stands at 6.34%, paid annually.

UIVMX 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 Semi. Mfg. Co., Adr (2.6%). View all UIVMX holdings, sector breakdown, or dividend history.

UIVMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UIVMX alternatives are available via the screener, along with tax-loss harvesting opportunities.