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MFS® Global Real Estate Portfolio

       
   
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Fact Sheet

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CUSIP:  86664T300  
Daily NAV:  $14.61  (as of 3/30/15)
    Characteristics Portfolio Profile Performance Portfolio Management Price History Fund Reports/Prospectus Sales Tools

Portfolio Profile

The Fund invests primarily in U.S. and foreign real estate-related investments

The portfolio focuses on equity real estate investment trusts (REITs) believed to have attractive valuations and above-average growth prospects. Equity REITs invest directly in real property, receive income from rents and may realize gains by selling appreciated property.

Objective:

Seeks total return.

 

  • Classification: Global/International
  • Class Inception: 12/7/98  
  • CUSIP:  86664T300  

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 2/28/15)
Stocks 99.60%
Cash & Other1 0.40%
Top 10 Holdings
(on 2/28/15)  
What's this?
Full & Historical Holdings
Simon Property Group Inc REIT
Public Storage REIT
Vornado Realty Trust REIT
Mitsubishi Estate Co Ltd
Mitsui Fudosan Co Ltd
Equity LifeStyle Properties Inc REIT
AvalonBay Communities Inc REIT
Ventas Inc REIT
Unibail-Rodamco SE REIT
Plum Creek Timber Co Inc REIT

32.20% of total net assets
Total number of holdings: 56
 
5 Largest Equity Sectors/Categories
(on 2/28/15)
Financial Services 97.11%
Utilities & Communications 1.58%
Health Care 0.91%
Top 10 Country Weightings
(on 2/28/15)
United States 54.74%
Japan 10.03%
Hong Kong 8.75%
United Kingdom 6.91%
Singapore 4.02%
France 2.69%
Australia 2.49%
Germany 2.30%
Canada 2.01%
Austria 1.69%
 
 

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 Cash and other assets are less liabilities.

 
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, economic, industry, political, regulatory, geopolitical, or other conditions.

 
The portfolio's performance could be more volatile than the performance of more diversified portfolios.

 
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.

 
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.