MFS Variable Insurance Trust III Growth Allocation Portfolio Initial Class SIBGX
- NAV / 1-Day Return$10.33 / −0.19%
- Fund Size$366.5M
- Adjusted Expense Ratio0.800%
- Net Expense Ratio0.040%
- Fee Level: Distribution—
- Share Class Type—
- Morningstar CategoryGlobal Moderately Aggressive Allocation
- Equity Style Box (Funds)Large Blend
- Fixed-Income Style Box (Funds)Medium/Moderate
- Investment StatusOpen
- TTM Yield1.77%
- Turnover Ratio10%
Morningstar’s Analysis SIBGX
There is no Morningstar’s Analysis data available.
- Current Portfolio Date
- Equity Holdings—
- Bond Holdings—
- Other Holdings—
- % Assets in Top 10 Holdings79.8
Top 10 Holdings | % Portfolio Weight | Market Value USD | Sector |
|---|---|---|---|
MFS VIT Value Init | 10.90 | 40M | — |
MFS VIT Growth Init | 10.55 | 38M | — |
MFS VIT II Research International Init | 10.28 | 37M | — |
MFS VIT Research Init | 9.41 | 34M | — |
MFS VIT Mid Cap Growth Init | 9.16 | 33M | — |
MFS VIT III Mid Cap Value Initial | 8.86 | 32M | — |
MFS VIT III Global Real Estate Initial | 5.40 | 20M | — |
MFS VIT II International Growth Init | 5.13 | 19M | — |
MFS VIT II International IntrsEquityInit | 5.11 | 19M | — |
MFS VIT Total Return Bond Initial | 4.99 | 18M | — |