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STOCKS
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UIVVX
MFS Intrinsic Value Fund - Class A
Analysis
Analyst Forecasts
Holdings
Technical Analysis
Similar Mutual Funds
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UIVVX Mutual Fund Holdings Information

Holdings Count
77
Total Assets
5.28M
Top 10 Percentage
31.64%
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
77 Holdings
77 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
MSFT
Microsoft
7.85%
$353.66K
―
$3.62T
13.28%
32 Buy
2 Hold
0 Sell
Strong Buy
―
AMZN
Amazon.Com, Inc.
4.99%
$224.93K
―
$2.49T
3.92%
44 Buy
1 Hold
0 Sell
Strong Buy
―
SCHW
Charles Schwab Corp.
2.87%
$129.11K
―
$181.05B
36.33%
15 Buy
1 Hold
1 Sell
Strong Buy
―
TSM
Taiwan Semiconductor Manufacturing Company Limited
2.59%
$116.87K
―
$1.25T
50.20%
7 Buy
1 Hold
0 Sell
Strong Buy
―
BAC
Bank of America
2.39%
$107.49K
―
$410.18B
26.68%
17 Buy
2 Hold
0 Sell
Strong Buy
―
CL
Colgate-palmolive Company
2.31%
$103.86K
―
$64.27B
-13.16%
10 Buy
6 Hold
1 Sell
Moderate Buy
―
WPM
Wheaton Precious Metals
2.23%
$100.63K
―
$55.19B
117.70%
9 Buy
1 Hold
0 Sell
Strong Buy
―
CME
CME Group Inc
2.16%
$97.17K
―
$99.79B
18.51%
5 Buy
4 Hold
2 Sell
Moderate Buy
―
BDX
Becton, Dickinson and Co
2.14%
$96.50K
―
$55.94B
-14.07%
3 Buy
5 Hold
0 Sell
Moderate Buy
―
FNV
Franco-Nevada Corporation
2.11%
$95.27K
―
$41.58B
83.27%
8 Buy
4 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

27.44%Technology21.56%Financial13.26%Healthcare12.39%Basic Materials10.20%Industrials6.29%Consumer Cyclical5.45%Consumer Defensive2.19%Energy1.23%Real Estate27.44%Technology
Technology
27.44%
Financial
21.56%
Healthcare
13.26%
Basic Materials
12.39%
Industrials
10.20%
Consumer Cyclical
6.29%
Consumer Defensive
5.45%
Energy
2.19%
Real Estate
1.23%

Countries Breakdown

87.77%United States5.20%Canada1.65%France1.55%United Kingdom1.14%Ireland0.71%Japan87.77%United States
United States
87.77%
Canada
5.20%
France
1.65%
United Kingdom
1.55%
Ireland
1.14%
Japan
0.71%

Breakdown By Smart Score

15.44%Outperform1023.95%Outperform921.13%Outperform814.93%Neutral79.21%Neutral67.35%Neutral54.14%Neutral42.50%Underperform31.35%Underperform27
The weighted average smart score of the UIVVX Mutual Fund is 7
10
15.44%
9
23.95%
8
21.13%
7
14.93%
6
9.21%
5
7.35%
4
4.14%
3
2.50%
2
1.35%
1
0.00%

UIVVX Mutual Funds FAQ

What are Mutual Funds UIVVX’s top 3 holdings?
UIVVX’s top 3 holdings are MSFT, AMZN, SCHW.
    What is Mutual Funds UIVVX’s holdings count?
    Mutual Funds UIVVX’s is holdings 77 different assets.
      What are the total assets of Mutual Funds UIVVX?
      Mutual Funds UIVVX’s total assets are 5.28M.
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