MFS® Global Research Portfolio

Global / Intl Equity
$ 31.60
$0.09 As of 12/13/17
$106M
As of 11/30/17

MFS® Global Research Portfolio

Global / Intl Equity
$0.09 As of 12/13/17
As of 11/30/17
Global / Intl Equity
$ 31.6
$0.09 As of 12/13/17
$106M
As of 11/30/17
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

An analyst-run portfolio investing in companies with what we believe to have favorable growth prospects and attractive valuations

Using a disciplined, research-led strategy, the fund is diversified by sector, invests across industries, styles and market capitalization

Core, multi-capitalization investment strategy allows flexibility to search for best global ideas

Fund Information

Start Of Investment Operations
11/07/94
Net Assets ($ M)
As of 11/30/17
$106.16
Benchmark
MSCI All Country World Index measures developed and emerging market stock markets.
MSCI All Country World Index (net div)

Top 10 Holdings

As of 11/30/17
  • Facebook Inc
  • Alphabet Inc Class A
  • Citigroup Inc
  • Amazon.com Inc
  • Visa Inc
  • Honeywell International Inc
  • US Bancorp
  • AIA Group Ltd
  • American Tower Corp REIT
  • Medtronic PLC

Important Risk Considerations

The portfolio may not achieve its objective and/or you could lose money on your investment in the portfolio.

Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

Investments in foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, currency, economic, industry, political, regulatory, geopolitical, or other conditions.

Please see the prospectus for further information on these and other risk considerations.

Performance

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Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 09/30/17 (*YTD Updated Daily, As of 12/13/17 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your units, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    The performance shown is attributable in part to unusual market conditions. These conditions may not be repeated in the future.
    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the portfolios' performance results would be less favorable. All results assume the reinvestment of dividends and capital gains. The performance is as of the date shown; it may not include the entire investment portfolio and is subject to change.

    Initial Class shares have no sales charge.

    The returns for the portfolio shown do not reflect the deduction of expenses associated with variable products, such as mortality and expense risk charges, separate account charges, and sales charges imposed by insurance company separate accounts. Such expenses would reduce the overall returns shown. Please refer to the variable product's annual report for performance that reflects the deduction of the fees and charges imposed by insurance company separate accounts.

    Withdrawals of earnings and other taxable amounts are subject to income tax and, if made prior to age 59 ½, may be subject to an additional 10% federal tax penalty. Early withdrawals reduce the death benefit.

    Prior to January 1, 2008, the MFS® Variable Insurance Trust II portfolios were formerly known as the MFS®Sun Life Series Trusts.

    Performance information prior to October 6, 2008, reflects time periods when MFS primarily invested the fund's assets in U.S. equity securities. Beginning October 6, 2008, MFS primarily invests the fund's assets in U.S. and foreign equity securities, including emerging market equity securities.

    No representation is made, and no assurance can be given, that any investment's results will be comparable to the investment results of any other product with similar investment objectives and policies, including products with the same investment professional or manager. Differences in portfolio size, investments held, contract and portfolio expenses, and other factors can be expected to affect performance.

    Annual Rate of Return %
    Pricing & Distributions