FUND RATINGS

As of 12/31/17

Morningstar Category: Allocation--50% to 70% Eq - VA
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Total Return Series IC
MFS® Total Return Series SC
Number of funds in
Allocation--50% to 70% Eq - VA
- 234 234 202 127
Morningstar Category: Allocation--70% to 85% Equity
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Growth Allocation Fund 529A
MFS® Growth Allocation Fund 529B
MFS® Growth Allocation Fund 529C
MFS® Growth Allocation Fund A
MFS® Growth Allocation Fund B
MFS® Growth Allocation Fund C
MFS® Growth Allocation Fund I
MFS® Growth Allocation Fund R1
MFS® Growth Allocation Fund R2
MFS® Growth Allocation Fund R3
MFS® Growth Allocation Fund R4
Number of funds in
Allocation--70% to 85% Equity
- 316 316 279 201
Morningstar Category: Allocation--85%+ Equity
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Aggressive Growth Allocation Fund 529A
MFS® Aggressive Growth Allocation Fund A
MFS® Aggressive Growth Allocation Fund I
MFS® Aggressive Growth Allocation Fund R2
MFS® Aggressive Growth Allocation Fund R3
MFS® Aggressive Growth Allocation Fund R4
Number of funds in
Allocation--85%+ Equity
- 162 162 133 106
Morningstar Category: Commodities Broad Basket
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Commodity Strategy Fund A -
MFS® Commodity Strategy Fund I -
MFS® Commodity Strategy Fund R6 -
Number of funds in
Commodities Broad Basket
- 114 114 91 -
Morningstar Category: Corporate Bond
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Corporate Bond Fund A
MFS® Corporate Bond Fund B
MFS® Corporate Bond Fund C
MFS® Corporate Bond Fund I
MFS® Corporate Bond Fund R1
MFS® Corporate Bond Fund R2
MFS® Corporate Bond Fund R3
MFS® Corporate Bond Fund R4
MFS® Corporate Bond Fund R6 -
Number of funds in
Corporate Bond
- 177 177 146 84
Morningstar Category: Corporate Bond - VA
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Corporate Bond Portfolio IC
MFS® Corporate Bond Portfolio SC
Number of funds in
Corporate Bond - VA
- 13 13 12 11
Morningstar Category: Diversified Emerging Mkts
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Emerging Markets Equity Fund A
MFS® Emerging Markets Equity Fund I
MFS® Emerging Markets Equity Fund R3 -
MFS® Emerging Markets Equity Fund R4 -
MFS® Emerging Markets Equity Fund R6 -
Number of funds in
Diversified Emerging Mkts
- 647 647 467 186
Morningstar Category: Diversified Emerging Mkts - VA
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Emerging Markets Equity Portfolio IC
MFS® Emerging Markets Equity Portfolio SC
Number of funds in
Diversified Emerging Mkts - VA
- 48 48 46 30
Morningstar Category: Emerging Markets Bond
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Emerging Markets Debt Fund A
MFS® Emerging Markets Debt Fund B
MFS® Emerging Markets Debt Fund C
MFS® Emerging Markets Debt Fund I
MFS® Emerging Markets Debt Fund R2 -
MFS® Emerging Markets Debt Fund R3 -
MFS® Emerging Markets Debt Fund R4 -
MFS® Emerging Markets Debt Fund R6
Number of funds in
Emerging Markets Bond
- 226 226 136 51
Morningstar Category: Emerging-Markets Local-Currency Bond
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Emerging Markets Debt Local Currency Fund A -
MFS® Emerging Markets Debt Local Currency Fund I -
MFS® Emerging Markets Debt Local Currency Fund R3 -
MFS® Emerging Markets Debt Local Currency Fund R4 -
MFS® Emerging Markets Debt Local Currency Fund R6 -
Number of funds in
Emerging-Markets Local-Currency Bond
- 79 79 63 -
Morningstar Category: Foreign Large Blend - VA
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® International Value Portfolio IC
MFS® International Value Portfolio SC
MFS® Research International Portfolio IC
MFS® Research International Portfolio SC
Number of funds in
Foreign Large Blend - VA
- 78 78 70 53
Morningstar Category: Foreign Large Growth
Morningstar Category: Foreign Large Growth - VA
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® International Growth Portfolio IC
MFS® International Growth Portfolio SC
Number of funds in
Foreign Large Growth - VA
- 68 68 60 46
Morningstar Category: Global Real Estate
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Global Real Estate Fund A -
MFS® Global Real Estate Fund B - -
MFS® Global Real Estate Fund C - -
MFS® Global Real Estate Fund I -
MFS® Global Real Estate Fund R1 - -
MFS® Global Real Estate Fund R2 - -
MFS® Global Real Estate Fund R3 - -
MFS® Global Real Estate Fund R4 - -
MFS® Global Real Estate Fund R6 -
Number of funds in
Global Real Estate
- 200 200 150 -
Morningstar Category: High Yield Bond
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Global High Yield Fund A
MFS® Global High Yield Fund I
MFS® Global High Yield Fund R2 -
MFS® Global High Yield Fund R3 -
MFS® Global High Yield Fund R4 -
MFS® Global High Yield Fund R6 -
MFS® High Income Fund 529A
MFS® High Income Fund A
MFS® High Income Fund I
MFS® High Income Fund R2
MFS® High Income Fund R3
MFS® High Income Fund R4
MFS® High Income Fund R6 -
Number of funds in
High Yield Bond
- 609 609 501 319
Morningstar Category: High Yield Bond - VA
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® High Yield Portfolio IC
MFS® High Yield Portfolio SC
Number of funds in
High Yield Bond - VA
- 68 68 67 55
Morningstar Category: High Yield Muni
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Municipal High Income Fund A
MFS® Municipal High Income Fund B
MFS® Municipal High Income Fund C
MFS® Municipal High Income Fund I -
Number of funds in
High Yield Muni
- 150 150 119 85
Morningstar Category: Inflation-Protected Bond
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Inflation-Adjusted Bond Fund R6 - -
Number of funds in
Inflation-Protected Bond
- 195 195 173 112
Morningstar Category: Intermediate Government
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Government Securities Fund A
MFS® Government Securities Fund I
MFS® Government Securities Fund R3
MFS® Government Securities Fund R4
MFS® Government Securities Fund R6 -
Number of funds in
Intermediate Government
- 230 230 221 167
Morningstar Category: Intermediate Government - VA
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Government Securities Portfolio IC
MFS® Government Securities Portfolio SC
Number of funds in
Intermediate Government - VA
- 27 27 25 23
Morningstar Category: Intermediate-Term Bond
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Total Return Bond Fund 529A
MFS® Total Return Bond Fund A
MFS® Total Return Bond Fund B
MFS® Total Return Bond Fund I
MFS® Total Return Bond Fund R2
MFS® Total Return Bond Fund R3
MFS® Total Return Bond Fund R4
MFS® Total Return Bond Fund R6
Number of funds in
Intermediate-Term Bond
- 847 847 778 554
Morningstar Category: Intermediate-Term Bond - VA
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Total Return Bond Series IC
MFS® Total Return Bond Series SC
Number of funds in
Intermediate-Term Bond - VA
- 166 166 159 113
Morningstar Category: Large Blend
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
MFS® Blended Research® Core Equity Fund A
MFS® Blended Research® Core Equity Fund B
MFS® Blended Research® Core Equity Fund C