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MFS® Research International Portfolio

       
   
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Fact Sheet

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CUSIP:  55274F356  
Daily NAV:  $16.12  (as of 4/22/14)
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Portfolio Profile

An analyst-run core international stock portfolio

Managed by a team of MFS equity analysts. The portfolio is designed to be broadly diversified by sector with the flexibility to invest across regions, industries, styles, and market capitalizations.

Objective:

Seeks capital appreciation.

 

  • Classification: Global/International
  • Class Inception: 5/6/98  
  • Start of Investment Operations: 5/5/98  
  • CUSIP:  55274F356  

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 98.61%
Cash & Other1 1.39%
Top 10 Holdings
(on 3/31/14)  
What's this?
Full & Historical Holdings
Novartis AG
Royal Dutch Shell PLC
Nestle SA
HSBC Holdings PLC
Rio Tinto PLC
Westpac Banking Corp
GlaxoSmithKline PLC
Schneider Electric SA
Bayer AG
KDDI Corp

23.60% of total net assets
Total number of holdings: 111
 
5 Largest Equity Sectors/Categories
(on 3/31/14)
Financial Services 25.13%
Capital Goods 23.44%
Energy 10.73%
Health Care 10.30%
Consumer Staples 8.79%
Top 10 Country Weightings
(on 3/31/14)
United Kingdom 18.28%
Japan 18.17%
Switzerland 12.15%
France 10.50%
Germany 6.71%
Netherlands 4.41%
Hong Kong 4.31%
Australia 3.86%
Brazil 2.62%
United States 2.47%
 
 

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.