UIVVX Mutual Fund

UIVVX Mutual Fund (MFS Intrinsic Equity Fund Class A) is managed by MFS Investment Management with $1.1M in net assets. UIVVX expense ratio is 0.94%, holding 77 positions across sectors including Information Technology, Materials, Industrials. Inception date: 2022-02-08.

UIVVX performance shows a YTD return of 7.18%. The 1-year return is 9.70%. UIVVX dividend yield stands at 6.02%, paid annually.

UIVVX top holdings include Microsoft Corp (7.4%), Amazon.com Inc (5.0%), Taiwan Semiconductor Manufacturing Co Ltd (3.4%), Wheaton Precious Metals Corp (2.9%), Meta Platforms Inc Class A (2.8%). Go to all UIVVX holdings, UIVVX sectors, or UIVVX dividends.

UIVVX can be compared against other funds. Use UIVVX overlap to find shared positions, or UIVVX vs another fund for a side-by-side view. UIVVX alternatives are available via the screener, along with tax-loss harvesting opportunities.