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STOCKS
SPY
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NVDA
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AMZN
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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
―
$3.87T
23.40%
34 Buy
1 Hold
0 Sell
Strong Buy
―
AMZN
Amazon.Com, Inc.
4.26%
$178.33K
―
$2.46T
29.63%
44 Buy
1 Hold
0 Sell
Strong Buy
―
MA
Mastercard Inc
2.88%
$120.57K
―
$525.86B
24.57%
23 Buy
3 Hold
0 Sell
Strong Buy
―
SCHW
Charles Schwab Corp.
2.78%
$116.65K
―
$174.46B
46.62%
14 Buy
2 Hold
1 Sell
Strong Buy
―
CL
Colgate-palmolive Company
2.78%
$116.53K
―
$68.76B
-16.48%
10 Buy
4 Hold
1 Sell
Moderate Buy
―
CME
CME Group Inc
2.54%
$106.40K
―
$98.72B
31.77%
6 Buy
6 Hold
2 Sell
Moderate Buy
―
BDX
Becton, Dickinson and Co
2.30%
$96.30K
―
$56.16B
-16.94%
4 Buy
7 Hold
0 Sell
Moderate Buy
―
CRM
Salesforce.com
2.22%
$92.97K
―
$231.77B
-8.64%
33 Buy
10 Hold
1 Sell
Moderate Buy
―
FNV
Franco-Nevada Corporation
2.19%
$91.94K
―
$34.17B
45.63%
7 Buy
5 Hold
0 Sell
Moderate Buy
―
WPM
Wheaton Precious Metals
2.18%
$91.26K
―
$42.86B
59.76%
10 Buy
3 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

16.34%Outperform108.89%Outperform929.97%Outperform816.62%Neutral712.02%Neutral66.01%Neutral54.45%Neutral42.13%Underperform33.58%Underperform27
The weighted average smart score of the UIVPX Mutual Fund is 7
10
16.34%
9
8.89%
8
29.97%
7
16.62%
6
12.02%
5
6.01%
4
4.45%
3
2.13%
2
3.58%
1
0.00%

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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