Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
MFS® VIT New Discovery Init
Release date as of 2024-02-29. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2023-04-28  
Maximum Fees
Administrative ---
Management 0.90%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.90%
Expense Ratio 0.87%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 0.95%
Waiver Data
Type Date %
ManagementFee Contractual 2024-04-30 0.08
  Management
Inception Date: 1998-05-01
Mngr Name Michael S. Grossman
Mngr Start Date 2013-12-31
Biography
- Equity Portfolio Manager - Investment Officer - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions., . - Joined MFS in 2005; previous positions include Equity Research Analyst. - Previous experience includes 3 years as Equity Research Analyst at Essex Investment Management Co., LLC; 3 years as Investment Associate/Global Equity Research at Putnam Investments;. - Affiliations include CFA Institute, CFA Society of Boston,. - Boston College, MBA, Beta Gamma Sigma Society (top 10%) - University of Pennsylvania, BA, with distinction
Investment Advisor(s)
Massachusetts Financial Services Company
Web Site
www.mfs.com
Issuer
MFS
Subadvisor(s)
---
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