Financial Advisor / United States Investor / United States Other MFS Sites
home login register proxy voting careers contact us help

MFS® International Growth Portfolio

       
   
Login or register to view all share classes.
   
   

Fact Sheet

Select another Portfolio


CUSIP:  55274F463  
Daily NAV:  $14.79  (as of 4/23/14)
    Characteristics Portfolio Profile Performance Portfolio Management Price History Reports/Prospectus Sales Tools

Portfolio Profile

An international multi-cap growth offering

Our international growth portfolio seeks well-run non-U.S. businesses capable of generating sustainable growth. Management focuses on businesses with strong fundamentals, superior management, and a sustainable competitive advantage.

Objective:

Seeks capital appreciation.

 

  • Classification: Global/International
  • Class Inception: 6/3/96  
  • Start of Investment Operations: 6/3/96  
  • CUSIP:  55274F463  

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 98.98%
Cash & Other1 1.02%
Top 10 Holdings
(on 3/31/14)  
What's this?
Full & Historical Holdings
Nestle SA
Danone SA
Compass Group PLC
LVMH Moet Hennessy Louis Vuitton SA
Taiwan Semiconductor Manufacturing Co Ltd ADR
Bayer AG
Pernod Ricard SA
Honda Motor Co Ltd
Accenture PLC
Canadian National Railway Co

23.09% of total net assets
Total number of holdings: 94
 
5 Largest Equity Sectors/Categories
(on 3/31/14)
Consumer Staples 17.24%
Financial Services 12.92%
Retailing 10.84%
Technology 10.09%
Special Products & Services 9.12%
Top 10 Country Weightings
(on 3/31/14)
United Kingdom 18.70%
France 14.02%
Switzerland 11.26%
Japan 10.45%
Germany 9.22%
Canada 3.67%
Denmark 3.50%
Hong Kong 3.06%
United States 2.99%
Brazil 2.71%
 
 

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.

 
Investments in foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical, or 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 growth companies can be more sensitive to the company's earnings and 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.