Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
MFS® VIT II International Intrs Val 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 0.88%
Expense Ratio 0.90%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 0.92%
Waiver Data
Type Date %
ExpenseRatio Contractual 2024-04-30 0.02
  Management
Inception Date: 1995-10-02
Mngr Name Benjamin Stone
Mngr Start Date 2008-11-20
Biography
Benjamin Stone is an Investment Officer and Portfolio Manager of MFS, responsible for buy and sell decisions, participation in the research process and strategy discussions, portfolio construction, risk control and cash management, and has been employed in the investment area of MFS since 2005. He was a Equity Research Analyst in Schroders Investment Management, having 9 years as Research Analyst at Schroders Investment Management. Affiliations include Institute of Investment Management and Research. He got B.A. from Durham University.
Mngr Name Philip Evans
Mngr Start Date 2020-02-01
Biography
Philip Evans - Investment Officer - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., As an Equity Research Analyst, responsible for identifying the most attractive investment opportunities in assigned universe. Works closely with portfolio managers to ensure ideas are properly positioned within portfolios. - Joined MFS in 2011 - Previous experience includes 3 years as Equity Analyst at Baillie Gifford & Co. - University of St. Andrews, Master of Arts, First Class
Investment Advisor(s)
Massachusetts Financial Services Company
Web Site
www.mfs.com
Issuer
MFS
Subadvisor(s)
---
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