MFS® Massachusetts Investors Growth Stock Portfolio

US Equity
$ 18.41
$0.03 As of 12/11/17
$932M
As of 11/30/17

MFS® Massachusetts Investors Growth Stock Portfolio

US Equity
$0.03 As of 12/11/17
As of 11/30/17
US Equity
$ 18.41
$0.03 As of 12/11/17
$932M
As of 11/30/17
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

Large cap growth at a reasonable price that seeks well-run business with strong fundamentals, superior management, and sustainable competitive advantage

Focuses on reasonably priced large-cap, high-quality companies with superior growth characteristics

We leverage our bottom-up, global research platform to identify high-quality companies that have durable franchises with competitive advantages and that produce above-average sustainable growth.

Fund Information

Start Of Investment Operations
05/05/98
Net Assets ($ M)
As of 11/30/17
$932.20
Benchmark
Russell 1000 Growth Index measures large-cap U.S. growth stocks.
Russell 1000® Growth Index

Top 10 Holdings

As of 11/30/17
  • Alphabet Inc Class A
  • Accenture PLC
  • Microsoft Corp
  • NIKE Inc
  • Thermo Fisher Scientific Inc
  • Estee Lauder Cos Inc
  • Colgate-Palmolive Co
  • Starbucks Corp
  • Visa Inc
  • Apple 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.

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 09/30/17 (*YTD Updated Daily, As of 12/11/17 , 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.

    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