MFS® Global Tactical Allocation Portfolio

Multi Asset
$ 16.08
$0.02 As of 12/14/17
As of 11/30/17

MFS® Global Tactical Allocation Portfolio

Multi Asset
$0.02 As of 12/14/17
As of 11/30/17
Multi Asset
$ 16.08
$0.02 As of 12/14/17
As of 11/30/17

Seeks total return.


Uses fundamental, bottom-up security analysis to invest in a broadly diversified portfolio of global stocks, bonds and currencies

Employs tactical asset allocation to actively adjust the funds exposure to various global markets in response to market conditions

Fund Information

Start Of Investment Operations
Net Assets ($ M)
As of 11/30/17

Bloomberg Barclays Global Aggregate Bond Index provides a broad-based measure of the global investment-grade fixed income markets.

Bloomberg Barclays Global Aggregate Bond Index

Fund Positioning %

As of 11/30/17
  Active Security Selection Derivative Overlay Positions1
Net Exposure
Fixed Income*   Total 48.50
Europe ex-U.K. 11.60
3.84 0.00
U.S. 22.24
0.00 -7.70
Asia/Pacific ex-Japan 1.53
5.76 0.00
United Kingdom 3.25
2.97 0.00
Emerging Markets 3.04
0.00 0.00
Japan 5.66
0.00 -2.80
Supranational 0.16
0.00 0.00
Developed - Middle East/Africa 0.10
0.00 0.00
North America ex-U.S. 3.38
0.00 -4.52
Equity*   Total 37.45
Europe ex-U.K. 7.19
10.78 -1.91
U.S. Large Cap 17.82
0.00 -1.99
Japan 2.68
1.36 0.00
United Kingdom 2.72
0.00 -0.23
Asia/Pacific ex-Japan 0.49
3.75 -2.11
Emerging Markets 1.95
7.99 -8.26
Developed - Middle East/Africa 0.14
0.00 0.00
North America ex-U.S. 1.18
0.00 -3.44
U.S. Small/Mid Cap 1.03
0.00 -3.68
Real Estate Related*   Total 1.46
Non-U.S. 1.00
0.00 0.00
U.S. 0.46
0.00 0.00
Cash & Cash Equivalents 10.23
Other2 2.36
Total Net Exposure Summary 100.00
1Market exposure of derivative position utilized to adjust fund.
2Other. Other consists of: (i) currency derivatives and/or (ii) any derivative offsets.
*Short positions, unlike long positions, lose value if the underlying asset gains value.

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 debt instruments may decline in value as the result of declines in the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, underlying collateral, or changes in economic, political, issuer-specific, or other conditions. Certain types of debt instruments can be more sensitive to these factors and therefore more volatile. In addition, debt instruments entail interest rate risk (as interest rates rise, prices usually fall). Therefore the Fund's share price may decline during rising rates. Funds that consist of debt instruments with longer durations are generally more sensitive to a rise in interest rates than those with shorter durations. At times, and particularly during periods of market turmoil, all or a large portion of segments of the market may not have an active trading market. As a result, it may be difficult to value these investments and it may not be possible to sell a particular investment or type of investment at any particular time or at an acceptable price. The price of an instrument trading at a negative interest rate responds to interest rate changes like other debt instruments; however, an instrument purchased at a negative interest rate is expected to produce a negative return if held to maturity.

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.

Investments in derivatives can be used to take both long and short positions, be highly volatile, involve leverage (which can magnify losses), and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based, such as counterparty and liquidity risk.

Investments in below investment grade quality debt instruments can be more volatile and have greater risk of default, or already be in default, than higher-quality debt instruments.

MFS' assessment of the risk/return potential of asset classes, markets and currencies and its adjustments to the fund's exposure to asset classes, markets and currencies may not produce intended results and/or can lead to an investment focus that results in the fund underperforming other funds that invest in similar investment types or have similar investment strategies and/or underperform the markets in which the fund invests.

The fund's strategy to manage its exposure to asset classes, markets and currencies may not produce intended results. In addition, thestrategies that MFS may implementto limit the fund's exposure to certain extreme market events may not work as intended, and the costs associated with such strategies will reduce the fund's returns.

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


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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.

    Out Of Funds
    Out Of Funds
    Out Of Funds
    Out Of Funds

    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 February 8, 2010, reflects time periods when the fund (i) had a policy of investing between 40% and 75% of its assets in equity securities and at least 25% of its assets in fixed income senior securities and (ii) did not employ a tactical asset allocation overlay. The fund's investment policies and strategies changed effective February 8, 2010.

    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