Morningstar

MFS Variable Insurance Trust III Growth Allocation Portfolio Initial Class SIBGX

Rating as of Oct 31, 2026 See MFS Investment Hub

Strategy

The investment seeks a high level of total return consistent with a greater than moderate level of risk relative to the other MFS Asset Allocation Portfolios. The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds. Within the stock fund allocations, MFS seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SIBGX	MFS Variable Insurance Trust III Growth Allocation Portfolio Initial Class	—	Open		—	Oct 1, 2008	$3.67M	0.800%	—	$0	−$39,655.19
SIGSX	MFS Variable Insurance Trust III Growth Allocation Portfolio Service Class	—	Open		—	Oct 1, 2008	$362.16M	1.050%	—	$0	$11.33M

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