UIVCX

About UIVCX

MFS Intrinsic Value Fund Class C is an actively managed mutual fund that aims to achieve capital appreciation by investing primarily in companies considered undervalued relative to their intrinsic value. The fund employs a fundamental investment approach, focusing on businesses with strong long-term quality, durability, and improvement potential. Portfolio managers conduct in-depth assessments to identify firms trading below their intrinsic worth and with favorable prospects for growth. The fund predominantly holds U.S. large-cap equities, with notable allocations to sectors such as technology, financial services, consumer defensive, and healthcare. Key holdings frequently include major corporations like Microsoft, Amazon.com, and Mastercard, reflecting its emphasis on established industry leaders. Benchmarking its performance against the Standard & Poor's 500 Stock Index, the fund provides investors with diversified access to the broader U.S. equity market through a value-investing lens. Class C shares offer flexibility with no upfront sales charge but may carry a contingent deferred sales charge for redemptions within the first year, and have an expense structure considered higher than category averages. MFS Intrinsic Value Fund Class C serves investors seeking long-term growth through a disciplined value investment strategy.