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

MFS® Mid Cap Growth Series

       
   
Login or register to view all share classes.
   
   

Fact Sheet

Select another Series


CUSIP:  55273F670   Start of Investment Operations: 4/28/00  
Class Inception: 4/28/00  
Daily NAV:  $8.97  (as of 4/22/14)
    Characteristics Series Profile Performance Series Management Price History Reports/Prospectus Sales Tools

Series Profile

A disciplined mid-cap growth approach

A mid-cap growth portfolio seeking companies best positioned for growth several years in the future. Emphasis is placed on companies with higher sustainable earnings growth rates, sustainable and improving fundamentals, and stock valuations not fully reflecting their long-term growth prospects.

Objective:

Seeks capital appreciation.

Important Risk Considerations

 

  • Classification: Domestic Growth Stock
  • Class Inception: 4/28/00  
  • Start of Investment Operations: 4/28/00  
  • CUSIP:  55273F670  

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 98.91%
Cash & Other1 1.09%
Top 10 Holdings
(on 3/31/14)  
What's this?
Full & Historical Holdings
Gartner Inc
Actavis plc
Jones Lang LaSalle Inc
Ross Stores Inc
PerkinElmer Inc
AMETEK Inc
Roper Industries Inc
Affiliated Managers Group Inc
Bright Horizons Family Solutions Inc
Cognizant Technology Solutions Corp

17.89% of total net assets
Total number of holdings: 113
 
5 Largest Equity Sectors/Categories
(on 3/31/14)
Health Care 16.97%
Industrial Goods & Services 15.60%
Special Products & Services 13.58%
Technology 9.12%
Retailing 8.89%
Top 10 Country Weightings
(on 3/31/14)
United States 96.42%
Denmark 1.36%
Hong Kong 0.48%
Israel 0.33%
Canada 0.32%
 
 

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 series may not achieve its objective and/or you could lose money on your investment in the series.

 
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 mid-cap companies can be more volatile than investments in larger companies.

 
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.