INVESTMENT OBJECTIVE
Seeks capital appreciation.
INVESTMENT FOCUS
High quality focused large-cap growth fund that seeks resilient companies with long-term competitive advantages
Invest with long-term horizon
Maintain strong valuation discipline utilizing patient and contrarian approach
Fund Information
- Fund Commencement 05/06/1998
- Net Assets ($ M) As of 03/31/25 $911.43
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Benchmark
Russell 1000 Growth Index measures large-cap U.S. growth stocks.Russell 1000® Growth Index
Share Class Information
- Class Inception 05/06/1998
- Net Asset Value (NAV) As of 04/25/25 $22.15
- Most Recent NAV Change As of 04/25/25 $0.04 | 0.18%
- CUSIP 55274F612
-
Gross Expense Ratio
0.78%
Gross Expense Ratio: The Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus.
-
Net Expense Ratio
0.73%
Net Expense Ratio: The Net Expense Ratio reflects the reduction of expenses from contractual fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance.
These reductions will continue until at least 04/30/25
MANAGERS
Top 10 Holdings
- Microsoft Corp
- Apple Inc
- NVIDIA Corp
- Visa Inc
- Accenture PLC
- Aon PLC
- Church & Dwight Co Inc
- Alphabet Inc Class A
- CMS Energy Corp
- STERIS PLC
Important Risk Considerations
Stock: Stock markets and investments in individual stocks are volatile and can decline significantly in response to or investor perception of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions.
Growth: 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.
Jeffrey Constantino, CFA, CPA
Portfolio Manager
Jeffrey C. Constantino, CFA, CPA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). As a member of the portfolio management team of the firm's Large Cap Growth and Global Growth strategies, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. Additionally, he participates in the research process and strategy discussions. Jeff joined MFS as a research analyst in 2000 following his participation in the firm's MBA Summer Internship program. He was named portfolio manager in 2005 and joined the portfolio management team of the Global Growth strategies in 2008. From 1995 to 1998, he was a financial consultant in the mergers and acquisitions group at Arthur Andersen. Jeff earned a Bachelor of Science degree from the University of Illinois. He graduated as a Palmer Scholar with highest honors and distinction from the Wharton School of the University of Pennsylvania, where he earned a Master of Business Administration degree. He holds the Chartered Financial Analyst (CFA) designation and is a certified public accountant (CPA).
Joseph Skorski
Portfolio Manager
Joseph A. Skorski is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction, risk and cash management. He also participates in the research process and strategy discussions. He is based in Tokyo. Joseph joined MFS in 2007 as an equity research analyst and assumed portfolio management responsibilities in 2013. He was named to the Global Growth strategy in 2018. Prior to joining the firm, he served as an equity research analyst at Putnam Investments for five years and spent five years as a manager at the consulting firm Accenture. He began his career in financial services in 1997. Joseph earned a Bachelor of Science degree with distinction from Cornell University and a Master of Business Administration from The Massachusetts Institute of Technology.
Performance
Average Annual Total Returns (%)
Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your units, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.
Important Performance Information
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the portfolios' performance results would be less favorable. All results assume the reinvestment of dividends and capital gains.
The returns for the portfolio shown do not reflect the deduction of expenses associated with variable products, such as mortality and expense risk charges, separate account charges, and sales charges imposed by insurance company separate accounts. Such expenses would reduce the overall returns shown. Please refer to the variable product's annual report for performance that reflects the deduction of the fees and charges imposed by insurance company separate accounts.
Withdrawals of taxable amounts from variable annuity contracts prior to age 59½ may be subject to an additional 10% federal tax penalty as well as income tax. Amounts withdrawn from a variable insurance contract will reduce the death benefit and withdrawals of earnings will be subject to income tax.
Prior to January 1, 2008, the MFS® Variable Insurance Trust II portfolios were formerly known as the MFS®Sun Life Series Trusts.
Sales Charges
Initial Class shares have no sales charge.
No representation is made, and no assurance can be given, that any investment's results will be comparable to the investment results of any other product with similar investment objectives and policies, including products with the same investment professional or manager. Differences in portfolio size, investments held, contract and portfolio expenses, and other factors can be expected to affect performance.
A Word About Variable Products
Issued by insurance companies, variable annuity and variable life insurance contracts allow investors to accumulate money on a tax deferred basis for long-term financial goals. Mortality and expense charges (which compensate the insurance company for insurance risks it assumes under the contract), surrender charges (typically levied if a contract holder cancels it within a certain period following initial purchase), and an annual maintenance charge are among the fees typically associated with these types of variable products.
Also keep in mind that any income guarantees are subject to the claims-paying ability of the issuing insurance company, and that contract owners have options when a contract's payout phase begins. Generally, investors may take their money in a lump sum, make discretionary or systematic distributions, or they can annuitize.
Please refer investors to your variable annuity or life insurance contract as well as the underlying fund prospectus(es) for more detailed information and other important considerations, which should be read carefully before investing.
Annual Rate of Return (%)
As of 12/31/24 | Benchmark: Russell 1000® Growth Index| 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| At NAV | -0.12 | 6.08 | 28.42 | 0.81 | 39.95 | 22.53 | 25.97 | -19.26 | 24.01 | 16.27 |
| Russell 1000® Growth Index | 5.67 | 7.08 | 30.21 | -1.51 | 36.39 | 38.49 | 27.60 | -29.14 | 42.68 | 33.36 |
| At NAV | Russell 1000® Growth Index | |
|---|---|---|
| 2024 | 16.27 | 33.36 |
| 2023 | 24.01 | 42.68 |
| 2022 | -19.26 | -29.14 |
| 2021 | 25.97 | 27.6 |
| 2020 | 22.53 | 38.49 |
| 2019 | 39.95 | 36.39 |
| 2018 | 0.81 | -1.51 |
| 2017 | 28.42 | 30.21 |
| 2016 | 6.08 | 7.08 |
| 2015 | -0.12 | 5.67 |
Pricing History
- NAV at Close of Trading on: 04/25/25
- Net Asset Value (NAV): $22.15
- Change ($) (since 04/24/25 ): 0.04
- Change (%) (since 04/24/25 ): 0.18
- Market Price (MP):
Historical NAV may not be available for all dates.
Historical MP may not be available for all dates.
-
Overview
INVESTMENT OBJECTIVE
Seeks capital appreciation.
INVESTMENT FOCUS
High quality focused large-cap growth fund that seeks resilient companies with long-term competitive advantages
Invest with long-term horizon
Maintain strong valuation discipline utilizing patient and contrarian approach
Fund Information
- Fund Commencement 05/06/1998
- Net Assets ($ M) As of 03/31/25 $911.43
-
Benchmark
Russell 1000 Growth Index measures large-cap U.S. growth stocks.Russell 1000® Growth Index
Share Class Information
- Class Inception 05/06/1998
- Net Asset Value (NAV) As of 04/25/25 $22.15
- Most Recent NAV Change As of 04/25/25 $0.04 | 0.18%
- CUSIP 55274F612
-
Gross Expense Ratio
0.78%
Gross Expense Ratio: The Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus.
-
Net Expense Ratio
0.73%
Net Expense Ratio: The Net Expense Ratio reflects the reduction of expenses from contractual fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance.
These reductions will continue until at least 04/30/25
MANAGERS
Top 10 Holdings
As of 03/31/25- Microsoft Corp
- Apple Inc
- NVIDIA Corp
- Visa Inc
- Accenture PLC
- Aon PLC
- Church & Dwight Co Inc
- Alphabet Inc Class A
- CMS Energy Corp
- STERIS PLC
Important Risk Considerations
The portfolio may not achieve its objective and/or you could lose money on your investment in the portfolio.Stock: Stock markets and investments in individual stocks are volatile and can decline significantly in response to or investor perception of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions.
Growth: 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.
Jeffrey Constantino, CFA, CPA
Portfolio Manager
28YEARS WITH INDUSTRY
18YEARS WITH PORTFOLIOJeffrey C. Constantino, CFA, CPA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). As a member of the portfolio management team of the firm's Large Cap Growth and Global Growth strategies, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. Additionally, he participates in the research process and strategy discussions. Jeff joined MFS as a research analyst in 2000 following his participation in the firm's MBA Summer Internship program. He was named portfolio manager in 2005 and joined the portfolio management team of the Global Growth strategies in 2008. From 1995 to 1998, he was a financial consultant in the mergers and acquisitions group at Arthur Andersen. Jeff earned a Bachelor of Science degree from the University of Illinois. He graduated as a Palmer Scholar with highest honors and distinction from the Wharton School of the University of Pennsylvania, where he earned a Master of Business Administration degree. He holds the Chartered Financial Analyst (CFA) designation and is a certified public accountant (CPA).
Joseph Skorski
Portfolio Manager
28YEARS WITH INDUSTRY
6YEARS WITH PORTFOLIOJoseph A. Skorski is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction, risk and cash management. He also participates in the research process and strategy discussions. He is based in Tokyo. Joseph joined MFS in 2007 as an equity research analyst and assumed portfolio management responsibilities in 2013. He was named to the Global Growth strategy in 2018. Prior to joining the firm, he served as an equity research analyst at Putnam Investments for five years and spent five years as a manager at the consulting firm Accenture. He began his career in financial services in 1997. Joseph earned a Bachelor of Science degree with distinction from Cornell University and a Master of Business Administration from The Massachusetts Institute of Technology.
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Performance
Performance
Average Annual Total ReturnsAverage Annual Total Returns (%)
These results represent the percent change in net asset value.Monthly | Quarterly As of 03/31/25 (*YTD Updated Daily, As of 04/24/25 , subject to revision and not annualized.)Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your units, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.
Important Performance Information
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the portfolios' performance results would be less favorable. All results assume the reinvestment of dividends and capital gains.
The returns for the portfolio shown do not reflect the deduction of expenses associated with variable products, such as mortality and expense risk charges, separate account charges, and sales charges imposed by insurance company separate accounts. Such expenses would reduce the overall returns shown. Please refer to the variable product's annual report for performance that reflects the deduction of the fees and charges imposed by insurance company separate accounts.
Withdrawals of taxable amounts from variable annuity contracts prior to age 59½ may be subject to an additional 10% federal tax penalty as well as income tax. Amounts withdrawn from a variable insurance contract will reduce the death benefit and withdrawals of earnings will be subject to income tax.
Prior to January 1, 2008, the MFS® Variable Insurance Trust II portfolios were formerly known as the MFS®Sun Life Series Trusts.
Sales Charges
Initial Class shares have no sales charge.
No representation is made, and no assurance can be given, that any investment's results will be comparable to the investment results of any other product with similar investment objectives and policies, including products with the same investment professional or manager. Differences in portfolio size, investments held, contract and portfolio expenses, and other factors can be expected to affect performance.
A Word About Variable Products
Issued by insurance companies, variable annuity and variable life insurance contracts allow investors to accumulate money on a tax deferred basis for long-term financial goals. Mortality and expense charges (which compensate the insurance company for insurance risks it assumes under the contract), surrender charges (typically levied if a contract holder cancels it within a certain period following initial purchase), and an annual maintenance charge are among the fees typically associated with these types of variable products.
Also keep in mind that any income guarantees are subject to the claims-paying ability of the issuing insurance company, and that contract owners have options when a contract's payout phase begins. Generally, investors may take their money in a lump sum, make discretionary or systematic distributions, or they can annuitize.
Please refer investors to your variable annuity or life insurance contract as well as the underlying fund prospectus(es) for more detailed information and other important considerations, which should be read carefully before investing.Annual Rate of ReturnAnnual Rate of Return (%)
As of 12/31/24 | Benchmark: Russell 1000® Growth Indexannual rate of return table 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 At NAV -0.12 6.08 28.42 0.81 39.95 22.53 25.97 -19.26 24.01 16.27 Russell 1000® Growth Index 5.67 7.08 30.21 -1.51 36.39 38.49 27.60 -29.14 42.68 33.36 At NAV Russell 1000® Growth Index 2024 16.27 33.36 2023 24.01 42.68 2022 -19.26 -29.14 2021 25.97 27.6 2020 22.53 38.49 2019 39.95 36.39 2018 0.81 -1.51 2017 28.42 30.21 2016 6.08 7.08 2015 -0.12 5.67 Pricing & DistributionsPricing History
- NAV at Close of Trading on: 04/25/25
- Net Asset Value (NAV): $22.15
- Change ($) (since 04/24/25 ): 0.04
- Change (%) (since 04/24/25 ): 0.18
- Market Price (MP):
Maximum data displayed is for the most recent 10 yearsHistorical NAV LookupEnter date for which you wish to obtain a Historical NAV for this fundHistorical NAV may not be available for all dates.
Historical MP LookupEnter date for which you wish to obtain a Historical MP for this fundHistorical MP may not be available for all dates.