UIVNX

About UIVNX

The MFS Intrinsic Value Fund - Class R2 is an open-end mutual fund primarily focused on long-term capital appreciation through investment in equity securities. Managed by Massachusetts Financial Services (MFS), the fund emphasizes companies that it believes are undervalued relative to their intrinsic worth. MFS applies a disciplined, fundamental approach to pinpoint businesses exhibiting qualities such as robust cash flows, strong balance sheets, sustainable competitive advantages, and resilience in economic downturns. The investment universe spans companies of any market capitalization and may include select foreign securities, providing broad sector and industry diversification. While the fund’s structure enables active, bottom-up security selection, its benchmark is the S&P 500 Index, anchoring it within the broader U.S. equity market context. Class R2 shares are tailored for retirement and institutional platforms, offering access to MFS’s value-driven investment philosophy. This fund plays a significant role for investors seeking exposure to companies with perceived market mispricings and a focus on intrinsic value approaches within the U.S. equity space.