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

MFS® Research Series

       
   
Login or register to view all share classes.
   
   

Fact Sheet

Select another Series


CUSIP:  55273F308   Start of Investment Operations: 7/26/95  
Class Inception: 7/26/95  
Daily NAV:  $28.77  (as of 4/17/14)
    Characteristics Series Profile Performance Series Management Price History Reports/Prospectus Sales Tools

Series Profile

An analyst-run core stock portfolio

Managed by sector teams comprised of MFS equity analysts. The series is designed to be diversified by sector with the flexibility to invest across industries, styles, and market capitalizations.

Objective:

Seeks capital appreciation.

Important Risk Considerations

 

  • Classification: Domestic Growth Stock
  • Class Inception: 7/26/95  
  • Start of Investment Operations: 7/26/95  
  • CUSIP:  55273F308  

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 99.07%
Cash & Other1 0.93%
Top 10 Holdings
(on 3/31/14)  
What's this?
Full & Historical Holdings
Exxon Mobil Corp
Apple Inc
Google Inc
JPMorgan Chase & Co
Danaher Corp
Hewlett-Packard Co
Wells Fargo & Co
Visa Inc
MetLife Inc
Procter & Gamble Co

20.36% of total net assets
Total number of holdings: 130
 
5 Largest Equity Sectors/Categories
(on 3/31/14)
Technology 16.90%
Financial Services 16.81%
Capital Goods 14.95%
Health Care 13.54%
Energy 13.20%
Top 10 Country Weightings
(on 3/31/14)
United States 97.61%
Canada 0.67%
Netherlands 0.53%
Hong Kong 0.26%
 
 

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 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.

 
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.