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

MFS® International Value Portfolio

       
   
Login or register to view all share classes.
   
   

Fact Sheet

Select another Portfolio


CUSIP:  55274F455  
Daily NAV:  $22.07  (as of 4/23/14)
    Characteristics Portfolio Profile Performance Portfolio Management Price History Reports/Prospectus Sales Tools

Portfolio Profile

A long-term oriented international value portfolio

A more conservative international equity offering relative to our other international portfolios, seeks companies that are undervalued in the market relative to their long-term potential. The portfolio generally focuses on companies with characteristics such as low price-to-cash flow, price-to-sales, price-to-book or price-to-earnings ratios.

Objective:

Seeks capital appreciation.

 

  • Classification: Global/International
  • Class Inception: 10/2/95  
  • Start of Investment Operations: 10/2/95  
  • CUSIP:  55274F455  

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 95.06%
Cash & Other1 4.94%
Top 10 Holdings
(on 3/31/14)  
What's this?
Full & Historical Holdings
Danone SA
KDDI Corp
Nestle SA
Kao Corp
GlaxoSmithKline PLC
Reckitt Benckiser Group PLC
Compass Group PLC
Novartis AG
Telefonaktiebolaget LM Ericsson
Bayer AG

27.87% of total net assets
Total number of holdings: 94
 
5 Largest Equity Sectors/Categories
(on 3/31/14)
Consumer Staples 22.12%
Financial Services 18.72%
Health Care 11.34%
Technology 9.62%
Special Products & Services 8.42%
Top 10 Country Weightings
(on 3/31/14)
Japan 24.24%
United Kingdom 22.24%
Switzerland 12.45%
Germany 10.39%
France 7.71%
Netherlands 3.70%
Australia 2.38%
Sweden 2.33%
Spain 1.90%
Finland 1.51%
 
 

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; this may include derivative offsets.

 
 
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 derivatives can be used to take both long and short positions, be highly volatile, result in leverage (which can magnify losses), and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based, such as counterparty and liquidity risk.

 
Investments in value companies can continue to be undervalued for long periods of time and be 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.