MFS® Emerging Markets Equity Portfolio

Global / Intl Equity
$ 16.75
$0.06 As of 12/15/17
$55M
As of 11/30/17

MFS® Emerging Markets Equity Portfolio

Global / Intl Equity
$0.06 As of 12/15/17
As of 11/30/17
Global / Intl Equity
$ 16.75
$0.06 As of 12/15/17
$55M
As of 11/30/17
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

Globally diversified among emerging markets, focused on earnings prospects and valuations while considering rising revenues, expanding margins, and increasing cash flows

MFS locations within the Emerging Markets areas allow for discovery of local opportunities such as on-site visits to corporate headquarters, manufacturing plants, clients, suppliers, etc.

Discussions with Emerging Markets Debt team surrounding factors that aid investment choices in individual securities

Fund Information

Start Of Investment Operations
06/05/96
Net Assets ($ M)
As of 11/30/17
$55.91
Benchmark
MSCI Emerging Markets Index measures emerging market stocks.
MSCI Emerging Markets Index (net div)

Top 10 Holdings

As of 11/30/17
  • Samsung Electronics Co Ltd
  • Alibaba Group Holding Ltd ADR
  • Taiwan Semiconductor Manufacturing Co Ltd
  • Baidu Inc ADR
  • Tencent Holdings Ltd
  • Housing Development Finance Corp Ltd
  • Yum China Holdings Inc
  • LUKOIL PJSC ADR
  • China Construction Bank Corp
  • Banco Bradesco SA ADR
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.

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

Performance

Collapse Expand
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 12/15/17 , 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 2016 performance includes a 0.33% 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.

    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.

    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