UIVQX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Intrinsic Value R4 (UIVQX) Ownership - Who owns MFS Intrinsic Value R4?

The investment seeks capital appreciation... Show more

Category: #Large Growth

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

UIVQX

Net Assets

4.34M

Fund Existence

about 3 years

Turnover

16.00

Total Expense Ratio

0.69

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Large Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

6.21

Assets in Top Ten Holdings

1.31M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

68K

Fund Type

OpenEnd

Index Fund

Management Fee

0.60

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

85.00

Number of Net Holdings

85.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

30.05%

Gain YTD

-2.265

Annual Yield % from dividends

0.65

Returns for 1 year

-0.39

Returns for 3 years

26.83

Returns for 5 years

N/A

Returns for 10 years

N/A

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General Information

Category LargeGrowth

Profile

Fundamentals

Details