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MFS® International Value Portfolio

       
   
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CUSIP:  55274F455  
Daily NAV:  $24.04  (as of 4/24/15)
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Portfolio Profile

A long-term oriented international value portfolio

A more conservative international equity offering relative to our other international portfolios, seeks companies that are undervalued in the market relative to their long-term potential. The portfolio generally focuses on companies with characteristics such as low price-to-cash flow, price-to-sales, price-to-book or price-to-earnings ratios.

Objective:

Seeks capital appreciation.

 

  • Classification: Global/International
  • Class Inception: 10/2/95  
  • Start of Investment Operations: 10/2/95  
  • CUSIP:  55274F455  

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 3/31/15)
Stocks 95.93%
Cash & Other1 4.07%
Top 10 Holdings
(on 3/31/15)  
What's this?
Full & Historical Holdings
Nestle SA
Danone SA
Reckitt Benckiser Group PLC
Kao Corp
KDDI Corp
Colgate-Palmolive Co
Compass Group PLC
Brambles Ltd
Henkel AG & Co KGaA IPS
Telefonaktiebolaget LM Ericsson

28.81% of total net assets
Total number of holdings: 93
 
5 Largest Equity Sectors/Categories
(on 3/31/15)
Consumer Staples 27.61%
Financial Services 17.73%
Technology 11.05%
Special Products & Services 9.74%
Health Care 9.36%
Top 10 Country Weightings
(on 3/31/15)
Japan 23.07%
United Kingdom 17.95%
Switzerland 11.71%
Germany 10.63%
France 7.83%
United States 7.57%
Netherlands 3.36%
Australia 3.12%
Sweden 2.28%
Canada 1.77%
 
 

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; this may include derivative offsets.

 
 
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.

 
Investments in derivatives can be used to take both long and short positions, be highly volatile, involve leverage (which can magnify losses), and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based, such as counterparty and liquidity risk.

 
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.