MFS® Global Growth Portfolio

Global / Intl Equity
$ 28.03
$0.17 As of 01/22/18
$57M
As of 12/31/17

MFS® Global Growth Portfolio

Global / Intl Equity
$0.17 As of 01/22/18
As of 12/31/17
Global / Intl Equity
$ 28.03
$0.17 As of 01/22/18
$57M
As of 12/31/17
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

Global equity portfolio, including emerging markets, seeking above average growth

Emphasis on companies with strong fundamentals and superior management

Fund Information

Start Of Investment Operations
11/16/93
Net Assets ($ M)
As of 12/31/17
$57.53
Benchmark
MSCI All Country World Growth Index measures global growth stocks.
MSCI All Country World Growth Index (net div)

Top 10 Holdings

As of 12/31/17
  • Alphabet Inc Class A
  • Accenture PLC
  • Microsoft Corp
  • NIKE Inc
  • Starbucks Corp
  • Nestle SA
  • Taiwan Semiconductor Manufacturing Co Ltd ADR
  • Reckitt Benckiser Group PLC
  • Estee Lauder Cos Inc
  • Thermo Fisher Scientific Inc
MANAGERS

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.

Emerging markets can have less market structure, depth, and regulatory, custodial or operational oversight and greater political, social, and economic instability than developed markets.

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 growth companies can be more sensitive to the company's earnings and more volatile than the stock market in general.

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 12/31/17 (*YTD Updated Daily, As of 01/22/18 , 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 2016 performance includes a 0.55% positive impact due to reimbursement to the fund by a 3rd party service provider.
    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.

    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.

    Sales Charges

    Initial Class shares have no sales charge.

    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