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MFS® Global Research Portfolio

       
   
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Fact Sheet

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CUSIP:  55274F372  
Daily NAV:  $25.10  (as of 4/22/14)
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Portfolio Profile

An analyst-run core global stock portfolio

Managed by sector teams comprised of MFS global equity analysts. The portfolio is designed to be diversified by sector with the flexibility to invest across regions, industries, and styles. The portfolio generally focuses on large-cap companies but has the flexibility to invest in small- and mid-cap companies.

Objective:

Seeks capital appreciation.

 

  • Classification: Global/International
  • Class Inception: 11/7/94  
  • Start of Investment Operations: 11/7/94  
  • CUSIP:  55274F372  

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 99.07%
Cash & Other1 0.93%
Top 10 Holdings
(on 3/31/14)  
What's this?
Full & Historical Holdings
Exxon Mobil Corp
Novartis AG
Hewlett-Packard Co
Royal Dutch Shell PLC
Google Inc
Danaher Corp
JPMorgan Chase & Co
Nestle SA
Visa Inc
Rio Tinto PLC

14.10% of total net assets
Total number of holdings: 162
 
5 Largest Equity Sectors/Categories
(on 3/31/14)
Financial Services 21.16%
Capital Goods 18.87%
Technology 13.41%
Energy 12.60%
Health Care 10.69%
Top 10 Country Weightings
(on 3/31/14)
United States 55.67%
Japan 7.26%
United Kingdom 5.76%
Switzerland 5.20%
France 4.70%
Hong Kong 2.89%
Netherlands 2.40%
Germany 2.31%
Brazil 2.11%
Canada 1.53%
 
 

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.

 
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.