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MFS® Global Growth Portfolio

       
   
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Fact Sheet

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CUSIP:  55274F521  
Daily NAV:  $21.91  (as of 4/23/14)
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Portfolio Profile

Seeking growth opportunities across the globe

Seeks well-run businesses poised for growth in the U.S., international and emerging markets. The managers look for companies with strong fundamentals and superior management.

Objective:

Seeks capital appreciation.

 

  • Classification: Global/International
  • Class Inception: 11/16/93  
  • Start of Investment Operations: 11/16/93  
  • CUSIP:  55274F521  

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 98.99%
Cash & Other1 1.01%
Top 10 Holdings
(on 3/31/14)  
What's this?
Full & Historical Holdings
LVMH Moet Hennessy Louis Vuitton SA
Accenture PLC
Google Inc
Schlumberger Ltd
Compass Group PLC
Danone SA
Pernod Ricard SA
Taiwan Semiconductor Manufacturing Co Ltd ADR
Nestle SA
Colgate-Palmolive Co

21.60% of total net assets
Total number of holdings: 97
 
5 Largest Equity Sectors/Categories
(on 3/31/14)
Consumer Staples 16.47%
Technology 11.52%
Retailing 11.43%
Industrial Goods & Services 11.28%
Financial Services 10.46%
Top 10 Country Weightings
(on 3/31/14)
United States 51.33%
United Kingdom 12.55%
France 9.13%
Switzerland 6.19%
Germany 3.86%
Brazil 3.27%
Taiwan 2.04%
Denmark 1.54%
Canada 1.23%
South Korea 1.20%
 
 

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.

 
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.