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MFS® Blended Research Core Equity Portfolio

       
   
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Fact Sheet

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CUSIP:  55274F422  
Daily NAV:  $55.58  (as of 7/7/15)
    Characteristics Portfolio Profile Performance Portfolio Management Price History Reports/Prospectus Sales Tools

Portfolio Profile

A disciplined large-cap core approach

The strategy combines two sources of MFS research, fundamental and quantitative, focusing on large-cap companies selling at reasonable valuations with an unrecognized catalyst.

Objective:

Seeks capital appreciation.

 

  • Classification: Domestic Conservative Stock
  • Class Inception: 11/14/86  
  • Start of Investment Operations: 11/14/86  
  • CUSIP:  55274F422  

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 99.46%
Cash & Other1 0.54%
Top 10 Holdings
(on 5/31/15)  
What's this?
Full & Historical Holdings
Apple Inc
Exxon Mobil Corp
JPMorgan Chase & Co
Merck & Co Inc
CVS Health Corp
Biogen Inc
Cisco Systems Inc
Wells Fargo & Co
Goldman Sachs Group Inc
Medtronic PLC

22.31% of total net assets
Total number of holdings: 90
 
5 Largest Equity Sectors/Categories
(on 5/31/15)
Technology 16.46%
Financial Services 16.03%
Health Care 15.48%
Energy 7.56%
Retailing 7.46%
Top 10 Country Weightings
(on 5/31/15)
United States 99.46%
 
 

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.