MFS® New Discovery Value Portfolio

US Equity
$ 11.02
$0.15 As of 12/15/17
$58M
As of 11/30/17

MFS® New Discovery Value Portfolio

US Equity
$0.15 As of 12/15/17
As of 11/30/17
US Equity
$ 11.02
$0.15 As of 12/15/17
$58M
As of 11/30/17
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

Smaller cap fund investing in attractively valued companies

Focuses on companies with high quality fundamentals, catalyst for positive change, underappreciated potential

We leverage our bottom-up, global research platform to try and identify undervalued, high quality companies that generally have solid balance sheets, resilient business models, scope for improving returns, capital investment discipline, and prospectus for beneficial capital deployment.

Fund Information

Net Assets ($ M)
As of 11/30/17
$58.23
Benchmark
Russell 2000 Value Index measures U.S. small-cap value stocks.
Russell 2000® Value Index

Top 10 Holdings

As of 11/30/17
  • Portland General Electric Co
  • PNM Resources Inc
  • Medical Properties Trust Inc REIT
  • ManTech International Corp/VA
  • Select Income REIT REIT
  • El Paso Electric Co
  • Wintrust Financial Corp
  • First Interstate BancSystem Inc
  • Berry Global Group Inc
  • Prosperity Bancshares 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 small-cap companies can be more volatile than investments in larger companies.

Investments in value companies can continue to be undervalued for long periods of time, not realize their expected value, and be 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 12/15/17 , 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.

    Performance figures shown for periods before December 8, 2012, represent performance of the prior investment adviser and sub-adviser to the fund's predecessor under the previous investment strategies for the Fund.

    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