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MFS® Blended Research Small Cap Equity Portfolio

       
   
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CUSIP:  86664T888  
Daily NAV:  $16.25  (as of 7/2/15)
    Characteristics Portfolio Profile Performance Portfolio Management Price History Fund Reports/Prospectus Sales Tools

Portfolio Profile S1

A disciplined small-cap core approach

The strategy combines two sources of MFS research, fundamental and quantitative, focusing on small-cap companies.

Objective:

Seeks capital appreciation.

 

  • Classification: Domestic Conservative Stock
  • Class Inception: 7/17/00  
  • CUSIP:  86664T888  

Portfolio Facts:

 
Portfolio characteristic data are based on unaudited net assets.

 
The portfolio is actively managed, and current holdings may be different.

 
Types of Holdings
(on 5/31/15)
Stocks 99.30%
Cash & Other1 0.70%
Top 10 Holdings
(on 5/31/15)  
What's this?
Full & Historical Holdings
SS&C Technologies Holdings Inc
Carriage Services Inc
Burlington Stores Inc
Symetra Financial Corp
Fleetmatics Group PLC
IPG Photonics Corp
Shutterstock Inc
Lennox International Inc
PrivateBancorp Inc
Medical Properties Trust Inc REIT

14.93% of total net assets
Total number of holdings: 169
 
5 Largest Equity Sectors/Categories
(on 5/31/15)
Financial Services 21.51%
Technology 18.46%
Health Care 13.35%
Special Products & Services 8.15%
Industrial Goods & Services 6.45%
Top 10 Country Weightings
(on 5/31/15)
United States 98.99%
Luxembourg 0.31%
 
 

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.

 

1 The assets included in "Other" carry risks including market, credit, counterparty, currency and liquidity risks. The inclusion of these assets may understate or overstate the portfolio's actual cash position.

 
 
S1 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.

 
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.

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

 
Before purchasing any variable product, consider the objectives, risks, charges, and expenses associated with the underlying investment option(s) and those of the product itself. For a prospectus, or summary prospectus if available, containing this and other information, contact your investment or insurance professional. Read the prospectus carefully before investing.