About UIVIX
MFS Intrinsic Value Fund I is an actively managed mutual fund in the large-cap equity category, primarily designed to seek capital appreciation. The fund’s strategy centers on investing in companies that the portfolio managers believe are undervalued compared to their intrinsic value. This approach leverages in-depth fundamental analysis to assess the long-term quality, durability, and improvement potential of businesses, aiming to capitalize on market inefficiencies and identify stocks with solid prospects for value realization over time. The portfolio features a blend of growth and value stocks, with significant exposures to sectors such as technology, consumer cyclicals, and financial services, as reflected in holdings like Microsoft, Amazon.com, and Mastercard.
MFS Intrinsic Value Fund I maintains a strong emphasis on risk management by focusing on intrinsic value and deploying a patient, long-term investment perspective. The fund is positioned for institutional investors, offering a low expense ratio relative to peers, and falls within the Large Blend investment style category. Benchmarked against the S&P 500 to mirror the broad U.S. equity market, the fund plays a role in providing diversified core equity exposure for portfolios seeking disciplined, fundamentally-driven stock selection.
Fund Family MFS
Category Multi-Cap Core
Performance Rating Low
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol UIVIX
Share Class I
Index Index is not provided by Management Company
UIVIX had a total return of 10.79% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.85%.
