UIVQX Mutual Fund
UIVQX Mutual Fund
MFS Intrinsic Equity Fund Class R4
UIVQX Mutual Fund Overview
UIVQX Mutual Fund (MFS Intrinsic Equity Fund Class R4) is managed by MFS Investment Management with $79,619.84 in net assets. UIVQX expense ratio is 0.69%, holding 78 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2022-02-08.
UIVQX performance shows a YTD return of -0.64%. The 1-year return is 5.69%. UIVQX dividend yield stands at 6.76%, paid annually.
UIVQX 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 UIVQX holdings, sector breakdown, or dividend history.
UIVQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UIVQX alternatives are available via the screener, along with tax-loss harvesting opportunities.