UIVPX Mutual Fund (MFS Intrinsic Equity Fund Class R3) is managed by MFS Investment Management with $81,116.05 in net assets. UIVPX expense ratio is 0.94%, holding 78 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2022-02-08.

UIVPX performance shows a YTD return of -0.72%. The 1-year return is 5.44%. UIVPX dividend yield stands at 6.52%, paid annually.

UIVPX 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 UIVPX holdings, sector breakdown, or dividend history.

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