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MFS® Mid Cap Value Portfolio

       
   
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CUSIP:  86664T532  
Daily NAV:  $10.13  (as of 7/31/15)
    Characteristics Portfolio Profile Performance Portfolio Management Price History Fund Reports/Prospectus Sales Tools

Portfolio Profile S1

A traditional mid-cap value approach

Seeks mid-cap companies with attractive valuations and high quality fundamentals or significant potential for improvement. Generally prefers solid balance sheets, resilient business models, scope for improving returns, and companies that are good capital allocators.

Objective:

Seeks capital appreciation.

 

  • Classification: Domestic Conservative Stock
  • Class Inception: 3/7/08  
  • CUSIP:  86664T532  

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 6/30/15)
Stocks 99.42%
Cash & Other1 0.58%
Top 10 Holdings
(on 6/30/15)  
What's this?
Full & Historical Holdings
Newell Rubbermaid Inc
NASDAQ OMX Group Inc
Fifth Third Bancorp
PerkinElmer Inc
Allison Transmission Holdings Inc
Stanley Black & Decker Inc
Discover Financial Services
AES Corp
Pinnacle Foods Inc
BB&T Corp

11.01% of total net assets
Total number of holdings: 160
 
5 Largest Equity Sectors/Categories
(on 6/30/15)
Financial Services 23.45%
Health Care 10.48%
Utilities & Communications 9.64%
Consumer Staples 9.54%
Industrial Goods & Services 7.53%
Top 10 Country Weightings
(on 6/30/15)
United States 96.44%
Germany 0.95%
Canada 0.89%
Netherlands 0.64%
Israel 0.49%
 
 

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 mid-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.

 
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.