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STOCKS
SPY
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NVDA
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AMZN
BABA
UIVPX
MFS Intrinsic Value Fund - Class R3
Analysis
Analyst Forecasts
Holdings
Technical Analysis
Similar Mutual Funds
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UIVPX Mutual Fund Holdings Information

Holdings Count
84
Total Assets
4.88M
Top 10 Percentage
30.88%
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
84 Holdings
84 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
MSFT
Microsoft
6.75%
$283.01K
―
$3.90T
28.30%
34 Buy
1 Hold
0 Sell
Strong Buy
―
AMZN
Amazon.Com, Inc.
4.26%
$178.33K
―
$2.28T
33.37%
43 Buy
1 Hold
0 Sell
Strong Buy
―
MA
Mastercard Inc
2.88%
$120.57K
―
$506.15B
21.18%
24 Buy
4 Hold
0 Sell
Strong Buy
―
SCHW
Charles Schwab Corp.
2.78%
$116.65K
―
$173.58B
50.70%
13 Buy
2 Hold
1 Sell
Strong Buy
―
CL
Colgate-palmolive Company
2.78%
$116.53K
―
$67.68B
-18.77%
9 Buy
3 Hold
1 Sell
Moderate Buy
―
CME
CME Group Inc
2.54%
$106.40K
―
$101.18B
40.50%
6 Buy
6 Hold
2 Sell
Moderate Buy
―
BDX
Becton, Dickinson and Co
2.30%
$96.30K
―
$50.55B
-27.08%
3 Buy
5 Hold
0 Sell
Moderate Buy
―
CRM
Salesforce.com
2.22%
$92.97K
―
$239.71B
4.91%
32 Buy
9 Hold
2 Sell
Moderate Buy
―
FNV
Franco-Nevada Corporation
2.19%
$91.94K
―
$31.17B
29.24%
7 Buy
6 Hold
0 Sell
Moderate Buy
―
WPM
Wheaton Precious Metals
2.18%
$91.26K
―
$41.86B
59.70%
8 Buy
1 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

24.96%Technology23.23%Financial13.19%Healthcare12.30%Basic Materials9.84%Industrials7.13%Consumer Defensive4.91%Consumer Cyclical2.36%Energy1.10%Real Estate0.97%General24.96%Technology
Technology
24.96%
Financial
23.23%
Healthcare
13.19%
Basic Materials
12.30%
Industrials
9.84%
Consumer Defensive
7.13%
Consumer Cyclical
4.91%
Energy
2.36%
Real Estate
1.10%
General
0.97%

Countries Breakdown

88.04%United States5.06%Canada2.58%France1.26%United Kingdom0.94%Ireland0.57%Japan88.04%United States
United States
88.04%
Canada
5.06%
France
2.58%
United Kingdom
1.26%
Ireland
0.94%
Japan
0.57%

Breakdown By Smart Score

12.87%Outperform107.80%Outperform928.32%Outperform819.64%Neutral714.79%Neutral63.94%Neutral53.84%Neutral45.06%Underperform33.49%Underperform20.24%Underperform17
The weighted average smart score of the UIVPX Mutual Fund is 7
10
12.87%
9
7.80%
8
28.32%
7
19.64%
6
14.79%
5
3.94%
4
3.84%
3
5.06%
2
3.49%
1
0.24%

UIVPX Mutual Funds FAQ

What are Mutual Funds UIVPX’s top 3 holdings?
UIVPX’s top 3 holdings are MSFT, AMZN, MA.
    What is Mutual Funds UIVPX’s holdings count?
    Mutual Funds UIVPX’s is holdings 84 different assets.
      What are the total assets of Mutual Funds UIVPX?
      Mutual Funds UIVPX’s total assets are 4.88M.

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