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MFS® Core Equity Portfolio

       
   
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CUSIP:  55274F364  
Daily NAV:  $21.59  (as of 4/17/14)
    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 3/31/14)
Stocks 99.03%
Cash & Other1 0.97%
Top 10 Holdings
(on 3/31/14)  
What's this?
Full & Historical Holdings
Apple Inc
Hewlett-Packard Co
Google Inc
Hess Corp
MetLife Inc
Verizon Communications Inc
Pfizer Inc
Wells Fargo & Co
Procter & Gamble Co
JPMorgan Chase & Co

15.49% of total net assets
Total number of holdings: 195
 
5 Largest Equity Sectors/Categories
(on 3/31/14)
Financial Services 17.62%
Technology 15.50%
Health Care 13.00%
Energy 8.87%
Industrial Goods & Services 7.48%
Top 10 Country Weightings
(on 3/31/14)
United States 95.08%
Canada 2.70%
Israel 0.88%
Greece 0.17%
Hong Kong 0.16%
United Kingdom 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 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.

 
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.