MFS® Global Real Estate Portfolio

Specialty / Alternative
$ 14.16
$0.03 As of 12/15/17
$183M
As of 11/30/17

MFS® Global Real Estate Portfolio

Specialty / Alternative
$0.03 As of 12/15/17
As of 11/30/17
Specialty / Alternative
$ 14.16
$0.03 As of 12/15/17
$183M
As of 11/30/17
INVESTMENT OBJECTIVE

Seeks total return.

INVESTMENT FOCUS

Invests primarily in equity real estate investment trusts

Emphasis on REITs believed to be attractively priced with above-average growth prospects

Fund Information

Net Assets ($ M)
As of 11/30/17
$183.53
Benchmark

FTSE EPRA/NAREIT Developed Real Estate Index measures the performance of eligible real estate equities worldwide that generate a majority of their revenue and income through the ownership, disposure and development of income-producing real estate.

FTSE EPRA/NAREIT Developed Real Estate Index (net div)

Top 10 Holdings

As of 11/30/17
  • Simon Property Group Inc REIT
  • Public Storage REIT
  • Unibail-Rodamco SE REIT
  • Mitsui Fudosan Co Ltd
  • Link REIT REIT
  • Gateway Lifestyle
  • Medical Properties Trust Inc REIT
  • Mid-America Apartment Communities Inc REIT
  • Sun Communities Inc REIT
  • AvalonBay Communities Inc REIT
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 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.

The fund's performance could be more volatile than the performance of more diversified funds.

Real estate-related investments can be volatile because of general, regional, and local economic conditions, fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulation and other governmental actions; increased operation expenses; lack of availability of mortgage funds; losses due to natural disasters; changes in property values and rental rates; overbuilding; losses due to casualty or condemnation, cash flows; and other factors.

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 12/15/17 , 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.

    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.

    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