UIVQX Mutual Fund

NAV$13.52

AUM$79,619.84

TER0.69%

Holdings78

UIVQX Mutual Fund

NAV$13.52

MFS Intrinsic Equity Fund Class R4

AUM$79,619.84

TER0.69%

Holdings78

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare UIVQX 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 UIVQX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

UIVQX Mutual Fund Overlap Analysis

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

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

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