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

MFS® Core Equity Portfolio

       
   
Login or register to view all share classes.
   
   

Select another Portfolio


CUSIP:  55274F364  
Daily NAV:  $24.30  (as of 7/6/15)
    Characteristics Portfolio Profile Performance Portfolio Management Price History Reports/Prospectus Sales Tools

Portfolio Profile

A core stock portfolio designed to be broadly diversified

The portfolio is designed to be broadly diversified by sector, industry and holdings. MFS industry experts identify what they view as the most attractive opportunities in their industries.

Objective:

Seeks capital appreciation.

 

  • Classification: Domestic Conservative Stock
  • Class Inception: 5/12/97  
  • Start of Investment Operations: 5/13/97  
  • CUSIP:  55274F364  

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 5/31/15)
Stocks 99.57%
Cash & Other1 0.43%
Top 10 Holdings
(on 5/31/15)  
What's this?
Full & Historical Holdings
Apple Inc
JPMorgan Chase & Co
American International Group Inc
Visa Inc
Hess Corp
Wells Fargo & Co
Actavis plc
American Express Co
American Tower Corp REIT
CVS Health Corp

16.47% of total net assets
Total number of holdings: 206
 
5 Largest Equity Sectors/Categories
(on 5/31/15)
Financial Services 18.20%
Technology 15.60%
Health Care 15.15%
Industrial Goods & Services 7.41%
Retailing 6.86%
Top 10 Country Weightings
(on 5/31/15)
United States 96.83%
Canada 2.22%
Hong Kong 0.44%
United Arab Emirates 0.05%
Cayman Islands 0.03%
 
 

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.

 
 
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.

 
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.