MFS Intrinsic Equity Fund R3 UIVPX Strategy
Strategy
The investment seeks capital appreciation. The fund’s investment adviser normally invests the fund’s assets primarily in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The fund’s investment adviser focuses on investing the fund’s assets in the stocks of companies that the advisor believes are undervalued compared to their intrinsic value.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
|
Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
UIVIX
| MFS Intrinsic Equity Fund I | Institutional | Open | $569,208.00 | 0.690% | Average | $0 | −$31,790.50 | |||
UIVVX
| MFS Intrinsic Equity Fund A | Front Load | Open | $1.08M | 0.940% | Below Average | $1,000 | $18,910.56 | |||
UIVCX
| MFS Intrinsic Equity Fund C | Level Load | Open | $290,804.00 | 1.690% | Average | $1,000 | $4,791.91 | |||
UIVQX
| MFS Intrinsic Equity Fund R4 | Retirement, Large | Open | $81,597.00 | 0.690% | Above Average | $0 | $472.08 | |||
UIVRX
| MFS Intrinsic Equity Fund R6 | Retirement, Large | Open | $2.54M | 0.620% | Average | $0 | $14,803.67 | |||
UIVNX
| MFS Intrinsic Equity Fund R2 | Retirement, Medium | Limited | $81,254.00 | 1.190% | Average | $0 | $471.85 | |||
UIVPX
| MFS Intrinsic Equity Fund R3 | Retirement, Medium | Open | $82,191.00 | 0.940% | Below Average | $0 | $503.26 | |||
UIVMX
| MFS Intrinsic Equity Fund R1 | Retirement, Small | Limited | $79,414.00 | 1.690% | High | $0 | $479.21 |
United States