Holdings (Monthly)
Guide ↗
MFS Moderate Allocation Portfolio
· Mfs Variable Insurance Trust Iii| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | MFS Total Return Bond Series | 55273F878 | Jun 2026 | 8,274,971 | $98.4M | 11.96% | EC |
| 2 | MFS Variable Insurance Trust II - MFS Government Securities Portfolio | 55274F489 | Jun 2026 | 7,554,441 | $82.0M | 9.96% | EC |
| 3 | MFS Variable Insurance Trust - MFS Value Series | 55273F654 | Jun 2026 | 3,111,574 | $74.1M | 9.01% | EC |
| 4 | MFS Variable Insurance Trust II - MFS Research International Portfolio | 55274F356 | Jun 2026 | 3,024,185 | $68.6M | 8.33% | EC |
| 5 | MFS Growth Series | 55273F100 | Jun 2026 | 953,504 | $67.3M | 8.17% | EC |
| 6 | MFS Variable Insurance Trust - Research Series | 55273F308 | Jun 2026 | 1,842,086 | $59.6M | 7.25% | EC |
| 7 | MFS VIT Mid Cap Growth Series | 55273F670 | Jun 2026 | 6,823,277 | $58.8M | 7.15% | EC |
| 8 | MFS VIT III Mid Cap Value Portfolio | 86664T532 | Jun 2026 | 5,093,210 | $58.1M | 7.06% | EC |
| 9 | MFS High Yield Portfolio | 55274F471 | Jun 2026 | 7,967,457 | $41.0M | 4.99% | EC |
| 10 | MFS Variable Insurance Trust II - MFS Global Governments Portfolio | 55274F539 | Jun 2026 | 4,706,765 | $40.9M | 4.97% | EC |
| 11 | MFS VIT III Inflation Adjusted Bond Portfolio | 86664T359 | Jun 2026 | 5,037,028 | $40.9M | 4.96% | EC |
| 12 | MFS Variable Insurance Trust II - MFS International Growth Portfolio | 55274F463 | Jun 2026 | 1,384,190 | $25.3M | 3.08% | EC |
| 13 | MFS International Intrinsic Equity Portfolio | 55274F455 | Jun 2026 | 651,924 | $25.3M | 3.08% | EC |
| 14 | MFS VIT III Global Real Estate Portfolio | 86664T300 | Jun 2026 | 1,773,701 | $24.6M | 2.99% | EC |
| 15 | MFS Variable Insurance Trust III - MFS Limited Maturity Portfolio | 86664T540 | Jun 2026 | 2,382,805 | $24.6M | 2.99% | EC |
| 16 | MFS New Discovery Series | 55273F845 | Jun 2026 | 693,896 | $12.6M | 1.54% | EC |
| 17 | MFS VIT III New Discovery Value Portfolio | 86664T441 | Jun 2026 | 1,473,711 | $12.5M | 1.52% | EC |
| 18 | MFS Institutional Money Market Portfolio | 55291X109 | Jun 2026 | 8,180,981 | $8.2M | 0.99% | EC |