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MFS® Global Equity Series

       
   
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CUSIP:  55273F837   Start of Investment Operations: 5/3/99  
Class Inception: 5/3/99  
Daily NAV:  $19.27  (as of 4/17/14)
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Series Profile

A core global stock portfolio

Our core global portfolio focuses on larger-cap companies with growth characteristics whose stocks are selling at reasonable levels.

Objective:

Seeks capital appreciation.

Important Risk Considerations

 

  • Classification: Global/International
  • Class Inception: 5/3/99  
  • Start of Investment Operations: 5/3/99  
  • CUSIP:  55273F837  

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 98.92%
Cash & Other1 1.08%
Top 10 Holdings
(on 3/31/14)  
What's this?
Full & Historical Holdings
Walt Disney Co
Linde AG
Nestle SA
Reckitt Benckiser Group PLC
Honeywell International Inc
Thermo Fisher Scientific Inc
Diageo PLC
Bayer AG
Accenture PLC
United Technologies Corp

24.23% of total net assets
Total number of holdings: 96
 
5 Largest Equity Sectors/Categories
(on 3/31/14)
Consumer Staples 17.85%
Financial Services 16.24%
Health Care 12.80%
Leisure 10.30%
Industrial Goods & Services 9.05%
Top 10 Country Weightings
(on 3/31/14)
United States 51.17%
United Kingdom 9.87%
France 8.52%
Switzerland 8.37%
Germany 7.92%
Netherlands 3.15%
Japan 1.81%
Canada 1.73%
Sweden 0.92%
Denmark 0.88%
 
 

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 foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical, or 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.