UIVCX Mutual Fund

NAV$13.08

AUM$288,797.47

TER1.69%

Holdings78

UIVCX Mutual Fund

NAV$13.08

MFS Intrinsic Equity Fund Class C

AUM$288,797.47

TER1.69%

Holdings78

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare UIVCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings UIVCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

UIVCX Mutual Fund Overlap Analysis

UIVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

UIVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, UIVCX may share significant positions with broad-market funds.

UIVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. UIVCX tax-loss harvesting finds highly correlated but non-identical funds.