MFS Variable Insurance Trust III Growth Allocation Portfolio Service Class SIGSX
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 | — | $3.67M | 0.800% | — | $0 | −$39,655.19 | ||
SIGSX | MFS Variable Insurance Trust III Growth Allocation Portfolio Service Class | — | Open | — | $362.16M | 1.050% | — | $0 | $11.33M |