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STOCKS
SPY
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AMZN
BABA
UIVIX
MFS Intrinsic Value Fund - Class I
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Similar Mutual Funds

UIVIX Mutual Fund Holdings Information

Compare
Holdings Count
85
Total Assets
5.97M
Top 10 Percentage
30.21%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
85 Holdings
85 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
MSFT
Microsoft
6.44%
$342.84K
―
$2.68T
-15.72%
32 Buy
3 Hold
0 Sell
Strong Buy
―
AMZN
Amazon.Com, Inc.
4.88%
$260.02K
―
$1.81T
-5.36%
45 Buy
1 Hold
0 Sell
Strong Buy
―
MA
Mastercard Inc
2.68%
$142.75K
―
$446.53B
1.39%
26 Buy
3 Hold
0 Sell
Strong Buy
―
CRM
Salesforce.com
2.59%
$138.05K
―
$231.37B
-19.06%
30 Buy
8 Hold
2 Sell
Moderate Buy
―
SCHW
Charles Schwab Corp.
2.47%
$131.52K
―
$128.76B
-3.22%
18 Buy
1 Hold
1 Sell
Strong Buy
―
CL
Colgate-palmolive Company
2.41%
$128.14K
―
$74.34B
1.68%
9 Buy
6 Hold
1 Sell
Moderate Buy
―
BDX
Becton, Dickinson and Co
2.31%
$122.81K
―
$59.53B
-15.16%
8 Buy
1 Hold
0 Sell
Strong Buy
―
USD_CASH
MFS Institutional Money Market Portfolio
2.15%
$114.54K
―
―
―
―
―
BAC
Bank of America
2.15%
$114.31K
―
$261.52B
-5.12%
15 Buy
3 Hold
0 Sell
Strong Buy
―
A
Agilent Technologies
2.13%
$113.34K
―
$29.37B
-28.29%
6 Buy
3 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

27.00%Technology21.23%Financial13.79%Healthcare12.75%Industrials10.69%Basic Materials6.41%Consumer Cyclical4.04%Consumer Defensive2.35%Energy1.21%Real Estate0.51%General27.00%Technology
Technology
27.00%
Financial
21.23%
Healthcare
13.79%
Industrials
12.75%
Basic Materials
10.69%
Consumer Cyclical
6.41%
Consumer Defensive
4.04%
Energy
2.35%
Real Estate
1.21%
General
0.51%

Countries Breakdown

89.86%United States3.61%Canada2.65%France0.76%Ireland0.50%Japan0.48%United Kingdom89.86%United States
United States
89.86%
Canada
3.61%
France
2.65%
Ireland
0.76%
Japan
0.50%
United Kingdom
0.48%

Breakdown By Smart Score

20.71%Outperform1016.53%Outperform923.84%Outperform89.69%Neutral712.09%Neutral68.17%Neutral53.45%Neutral43.63%Underperform21.91%Underperform17
The weighted average smart score of the UIVIX Mutual Fund is 7
10
20.71%
9
16.53%
8
23.84%
7
9.69%
6
12.09%
5
8.17%
4
3.45%
3
0.00%
2
3.63%
1
1.91%

UIVIX Mutual Funds FAQ

What are Mutual Funds UIVIX’s top 3 holdings?
UIVIX’s top 3 holdings are MSFT, AMZN, MA.
    What is Mutual Funds UIVIX’s holdings count?
    Mutual Funds UIVIX’s is holdings 85 different assets.
      What are the total assets of Mutual Funds UIVIX?
      Mutual Funds UIVIX’s total assets are 5.97M.

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