MFS® Blended Research Small Cap Equity Portfolio

US Equity
$ 13.37
$0.19 As of 12/15/17
$111M
As of 11/30/17

MFS® Blended Research Small Cap Equity Portfolio

US Equity
$0.19 As of 12/15/17
As of 11/30/17
US Equity
$ 13.37
$0.19 As of 12/15/17
$111M
As of 11/30/17
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

Disciplined small-cap equity approach that combines both fundamental and quantitative research

Seeks reasonably priced, high-quality small-cap companies, with a catalyst that may positively impact the stock price

Fund Information

Net Assets ($ M)
As of 11/30/17
$111.49
Benchmark
Russell 2000 Index measures U.S. small-cap stocks.
Russell 2000® Index

Top 10 Holdings

As of 11/30/17
  • Wintrust Financial Corp
  • East West Bancorp Inc
  • Trex Co Inc
  • WESCO International Inc
  • KBR Inc
  • Tech Data Corp
  • Exact Sciences Corp
  • Gramercy Property Trust REIT
  • Grand Canyon Education Inc
  • TriMas Corp
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.

The fund's strategy to blend fundamental and quantitative research and to have a consistent level of active risk over time may not produce the intended results. In addition, MFS fundamental research is not available for all issuers.

MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. Investments selected using quantitative models may not produce the intended results due to the factors used in the models, the weight placed on each factor in the models, changing sources of market return, and technical issues in the design, development, implementation, and maintenance of the models (e.g., incomplete or inaccurate data, programming or other software issues, and technology failures).

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