UIVRX Mutual Fund (MFS Intrinsic Equity Fund Class R6) is managed by MFS Investment Management with $2.5M in net assets. UIVRX expense ratio is 0.62%, holding 78 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2022-02-08.

UIVRX performance shows a YTD return of -0.56%. The 1-year return is 5.81%. UIVRX dividend yield stands at 6.79%, paid annually.

UIVRX 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 UIVRX holdings, sector breakdown, or dividend history.

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