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MFS® New Discovery Portfolio

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CUSIP:  55274F380  
Daily NAV:  $21.90  (as of 4/17/14)
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Portfolio Profile

Small-cap growth with a valuation focus

A small-cap growth portfolio seeking companies that are, or may become, major enterprises. The portfolio focuses on stocks with valuations in line with fundamental strengths and growth prospects.


Seeks capital appreciation.


  • Classification: Domestic Growth Stock
  • Class Inception: 5/6/98  
  • Start of Investment Operations: 5/5/98  
  • CUSIP:  55274F380  

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 3/31/14)
Stocks 98.89%
Cash & Other1 1.11%
Top 10 Holdings
(on 3/31/14)  
What's this?
Full & Historical Holdings
Joy Global Inc
Atwood Oceanics Inc
CONSOL Energy Inc
Swift Transportation Co
Diana Shipping Inc
IPG Photonics Corp
Silicon Laboratories Inc
Allison Transmission Holdings Inc
Bright Horizons Family Solutions Inc
Capital Senior Living Corp

17.82% of total net assets
Total number of holdings: 121
5 Largest Equity Sectors/Categories
(on 3/31/14)
Technology 18.73%
Health Care 14.23%
Industrial Goods & Services 13.70%
Energy 12.97%
Special Products & Services 10.94%
Top 10 Country Weightings
(on 3/31/14)
United States 85.08%
Greece 3.56%
Canada 2.32%
Brazil 1.56%
Australia 1.20%
Argentina 1.04%
Mexico 1.03%
India 1.01%
Hong Kong 0.98%
South Africa 0.44%

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, political, regulatory, geopolitical, and other conditions.

Emerging markets can have less market structure, depth, and regulatory, custodial or operational oversight and greater political, social, and economic instability than developed markets.

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.