UIVNX Mutual Fund (MFS Intrinsic Equity Fund Class R2) is managed by MFS Investment Management with $79,356.43 in net assets. UIVNX expense ratio is 1.19%, holding 78 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2022-02-08.

UIVNX performance shows a YTD return of -0.80%. The 1-year return is 5.19%. UIVNX dividend yield stands at 6.28%, paid annually.

UIVNX 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 UIVNX holdings, sector breakdown, or dividend history.

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