MFS Intrinsic Value Fund - Class R4 (UIVQX)
The MFS Intrinsic Value Fund - Class R4 (UIVQX) is a mutual fund that focuses on investing in companies with strong intrinsic value. This fund is classified as Class R4, which typically indicates a lower expense ratio and minimum investment compared to other classes. The fund's objective is to provide long-term capital appreciation by investing in a diversified portfolio of stocks that are believed to be undervalued by the market. The fund is managed by MFS Investment Management, a well-respected investment firm with a long history of successful fund management.
UIVQX Mutual Fund Chart & Stats
$13.58
At close: 4:00 PM EDT- Previous Close
- $13.58
- Sub-Category
- Value
- Total Liabilities
- $922.93K
- Expense Ratio
- 0.69%
- Holding Count
- 75
- Brand
- Mfs Series Trust Vii
- Category
- Equity
- Total Assets
- 5.60M
- Shares Outstanding
- N/A
- 52-Week Range
- $11.69 - $13.97
UIVQX Mutual Fund News
UIVQX Mutual Fund Smart Score
Outperform
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Learn more about TipRanks Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| MSFTMicrosoft | 6.10% |
| AMZNAmazon.Com, Inc. | 6.00% |
| TSMTaiwan Semiconductor Manufacturing Company Limited | 3.08% |
| WPMWheaton Precious Metals | 2.88% |
| FNVFranco-Nevada Corporation | 2.57% |
| CLColgate-palmolive Company | 2.52% |
| SCHWCharles Schwab Corp. | 2.49% |
| ADIAnalog Devices, Inc. | 2.39% |
| USD_CASHMFS Institutional Money Market Portfolio | 2.35% |
| CMECME Group Inc | 2.31% |
| Total | 32.70% |
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