UIVCX Mutual Fund

UIVCX Mutual Fund (MFS Intrinsic Equity Fund Class C) is managed by MFS Investment Management with $276,111.04 in net assets. UIVCX expense ratio is 1.69%, holding 77 positions across sectors including Information Technology, Materials, Industrials. Inception date: 2022-02-08.

UIVCX performance shows a YTD return of 6.48%. The 1-year return is 8.90%. UIVCX dividend yield stands at 5.89%, paid annually.

UIVCX 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 UIVCX holdings, UIVCX sectors, or UIVCX dividends.

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