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Cost Calculator
To calculate the costs and expenses of a specific MFS investment portfolio, follow the easy, step-by-step instructions below.
Certain assumptions are made when calculating the historical costs of an MFS portfolio. For detailed information, go to Assumptions.
MFS Variable Insurance Trust is offered exclusively through various insurance companies' variable annuity and variable life insurance products and are not available to individual investors. The following expense information relates only to the expenses of the underlying series. There are additional fees and expenses associated with variable annuity and variable life insurance products, including mortality and expense risk charges, administrative charges, optional benefit charges, and other charges that can significantly reduce investment returns. Those fees are not reflected in the following expense information.
You should consult your variable product prospectus for a complete description of those fees and expenses.
Portfolios of MFS Variable Insurance Trust II are offered exclusively through various insurance companies' variable annuity and variable life insurance products and is not available to individual investors. The following expense information relates only to the expenses of the underlying series. There are additional fees and expenses associated with variable annuity and variable life insurance products, including mortality and expense risk charges, administrative charges, optional benefit charges, and other charges that can significantly reduce investment returns. Those fees are not reflected in the following expense information.
You should consult your variable product prospectus for a complete description of those fees and expenses.
MFS Variable Insurance Trust III is offered exclusively through various insurance companies' variable annuity and variable life insurance products and are not available to individual investors. The following expense information relates only to the expenses of the underlying series. There are additional fees and expenses associated with variable annuity and variable life insurance products, including mortality and expense risk charges, administrative charges, optional benefit charges, and other charges that can significantly reduce investment returns. Those fees are not reflected in the following expense information.
You should consult your variable product prospectus for a complete description of those fees and expenses.
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A calculation for this combination of fund and share class cannot be generated because it does not have a full year of performance data or because the share class selected is not available for the fund. Please make another selection.
Class I Shares
Class I Shares are only available through certain retirement plans, bank trust departments or law firms acting as trustee or manager for trust accounts, and other institutional investors and are not subject to a sales charge.
fund name / class shares
This chart illustrates a 0.00% (entered by you) and portfolio expenses on a hypothetical $$10,000.00 investment in fund name / class shares over a 10-year period.