MFS Intrinsic Equity FundUIVRX
Type
Mutual fund
Peer group
Global equity
Net assets
$4.7M
Expense ratio
0.62%
1-year return
+15.1%
3 years, a year
+13.0%
5 years, a year
—
Holdings
77
What it aims to do.
The funds investment objective is to seek capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MSFT Microsoft Corp. | 6.10% |
| AMZN Amazon.com, Inc. | 6.00% |
| TSM Taiwan Semiconductor Manufacturing Co. Ltd. | 3.08% |
| WPM Wheaton Precious Metals Corp. | 2.88% |
| FNV Franco-Nevada Corp. | 2.57% |
| CL Colgate-Palmolive Co. | 2.52% |
| SCHW Charles Schwab Corp. (The) | 2.50% |
| ADI Analog Devices, Inc. | 2.39% |
| MFS Institutional Money Market Portfolio | 2.35% |
| CME CME Group, Inc. | 2.31% |
More on UIVRX.
- UIVRX overview
- UIVRX holdings
- UIVRX risk
- UIVRX costs
- UIVRX money in and out
- UIVRX share classes
- Compare UIVRX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.