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UIVQX
MFS Intrinsic Value Fund - Class R4
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Similar Mutual Funds

UIVQX Mutual Fund Holdings Information

Holdings Count
87
Total Assets
5.36M
Top 10 Percentage
28.63%
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
87 Holdings
87 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
MSFT
Microsoft
5.51%
$268.25K
―
$3.20T
31.08%
29 Buy
1 Hold
0 Sell
Strong Buy
―
CDNS
Cadence Design Systems
2.94%
$143.33K
―
$73.85B
14.00%
7 Buy
0 Hold
0 Sell
Strong Buy
―
AMZN
Amazon.Com, Inc.
2.94%
$142.97K
―
$1.96T
35.46%
42 Buy
1 Hold
0 Sell
Strong Buy
―
USD_CASH
MFS Institutional Money Market Portfolio
2.89%
$140.81K
―
―
―
―
―
CL
Colgate-palmolive Company
2.79%
$136.04K
―
$84.31B
40.92%
10 Buy
7 Hold
1 Sell
Moderate Buy
―
MA
Mastercard Inc
2.75%
$134.01K
―
$457.08B
19.64%
22 Buy
4 Hold
0 Sell
Strong Buy
―
SCHW
Charles Schwab Corp.
2.51%
$122.46K
―
$116.27B
10.10%
8 Buy
7 Hold
1 Sell
Moderate Buy
―
ADI
Analog Devices, Inc.
2.23%
$108.53K
―
$110.54B
24.55%
16 Buy
5 Hold
0 Sell
Strong Buy
―
A
Agilent Technologies
2.11%
$102.64K
―
$39.94B
23.77%
6 Buy
6 Hold
1 Sell
Moderate Buy
―
SNPS
Synopsys
1.96%
$95.51K
―
$76.18B
7.81%
10 Buy
0 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

28.49%Technology19.59%Financial17.85%Industrials9.93%Basic Materials7.90%Healthcare5.84%Consumer Cyclical3.95%Consumer Defensive3.27%Energy1.91%Communication Services1.28%Real Estate28.49%Technology
Technology
28.49%
Financial
19.59%
Industrials
17.85%
Basic Materials
9.93%
Healthcare
7.90%
Consumer Cyclical
5.84%
Consumer Defensive
3.95%
Energy
3.27%
Communication Services
1.91%
Real Estate
1.28%

Countries Breakdown

90.25%United States3.47%France1.80%Canada0.60%United Kingdom0.54%Ireland0.46%Japan90.25%United States
United States
90.25%
France
3.47%
Canada
1.80%
United Kingdom
0.60%
Ireland
0.54%
Japan
0.46%

Breakdown By Smart Score

8.77%Outperform1019.68%Outperform919.66%Outperform818.25%Neutral710.96%Neutral66.49%Neutral59.49%Neutral43.61%Underperform31.92%Underperform21.18%Underperform17
The weighted average smart score of the UIVQX Mutual Fund is 7
10
8.77%
9
19.68%
8
19.66%
7
18.25%
6
10.96%
5
6.49%
4
9.49%
3
3.61%
2
1.92%
1
1.18%

UIVQX Mutual Funds FAQ

What are Mutual Funds UIVQX’s top 3 holdings?
UIVQX’s top 3 holdings are MSFT, CDNS, AMZN.
    What is Mutual Funds UIVQX’s holdings count?
    Mutual Funds UIVQX’s is holdings 87 different assets.
      What are the total assets of Mutual Funds UIVQX?
      Mutual Funds UIVQX’s total assets are 5.36M.

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