Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
MFS® VIT II International Growth Init
Release date as of 2024-03-31. 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 0.88%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 1.01%
Waiver Data
Type Date %
ExpenseRatio Contractual 2024-04-30 0.13
  Management
Inception Date: 1996-06-03
Mngr Name Matthew Barrett
Mngr Start Date 2015-03-31
Biography
Matthew Barrett, ASIP, is an Investment Officer and Equity Portfolio Manager at MFS Investment Management® (MFS®), managing the firm's European Equity Ex-U.K. strategy. He is also an Equity Analyst and leads the firm's European research coverage of consumer staples stocks. Matthew joined MFS in 2000 and became a research analyst in 2001. He was named portfolio manager in 2010. Prior to joining MFS, he was an associate director specializing in Asian equities for Newport Capital Ltd. He earned a Bachelor's Degree from University College in London and holds a MBA from London Business School.
Mngr Name Kevin M. Dwan
Mngr Start Date 2012-01-31
Biography
Kevin M. Dwan − Investment Officer − Director of Asian Equity Research − Global Equity Research Analyst − Joined MFS in 2005; named Director of Asian Equity Research in 2007 − Previous experience includes: nine years for Putnam Investments in various roles in Boston, London, and Tokyo including Equity Analyst and a Sector Sleeve Portfolio Manager for International Core Equity − Affiliation(s): President of Sabrina's Foundation − Harvard University, MBA − Harvard College, AB
Investment Advisor(s)
Massachusetts Financial Services Company
Web Site
www.mfs.com
Issuer
MFS
Subadvisor(s)
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