Mfs Intrinsic Value Fund Quote
UIVVX Fund | USD 12.23 0.08 0.66% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Mfs Intrinsic is trading at 12.23 as of the 18th of January 2025; that is 0.66% up since the beginning of the trading day. The fund's open price was 12.15. Mfs Intrinsic has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
The funds investment adviser normally invests the funds assets primarily in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest in a company or other issuer. The funds investment adviser focuses on investing the funds assets in the stocks of companies that the advisor believes are undervalued compared to their intrinsic value.. More on Mfs Intrinsic Value
Mfs Mutual Fund Highlights
Fund Concentration | MFS Funds, Large Blend Funds, Large Growth Funds, Large Growth, MFS (View all Sectors) |
Update Date | 31st of December 2024 |
Mfs Intrinsic Value [UIVVX] is traded in USA and was established 18th of January 2025. Mfs Intrinsic is listed under MFS category by Fama And French industry classification. The fund is listed under Large Growth category and is part of MFS family. Mfs Intrinsic Value at this time has accumulated 4.44 M in net assets with no minimum investment requirements with the current yeild of 0.0%.
Check Mfs Intrinsic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Intrinsic Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Intrinsic Value Mutual Fund Constituents
A | Agilent Technologies | Stock | Health Care | |
CDNS | Cadence Design Systems | Stock | Information Technology | |
CL | Colgate Palmolive | Stock | Consumer Staples | |
COST | Costco Wholesale Corp | Stock | Consumer Staples | |
MA | Mastercard | Stock | Financials | |
MCO | Moodys | Stock | Financials | |
MSFT | Microsoft | Stock | Information Technology | |
OTIS | Otis Worldwide Corp | Stock | Industrials |
Mfs Intrinsic Value Risk Profiles
Mean Deviation | 0.606 | |||
Standard Deviation | 0.8249 | |||
Variance | 0.6805 | |||
Risk Adjusted Performance | (0.02) |
Mfs Intrinsic Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Intrinsic financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Intrinsic security.
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