Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
MFS® VIT Utilities Series Initial
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 0.75%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.74%
Expense Ratio 0.79%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 0.79%
Waiver Data
Type Date %
ManagementFee Contractual 2024-04-30 0.01
  Management
Inception Date: 1995-01-03
Mngr Name Claud P. Davis
Mngr Start Date 2014-04-30
Biography
Mr. Davis is an executive vice president in the global quantitative portfolio group in the Newport Beach office. He is a senior member of PIMCO’s quantitative strategies portfolio management team and manages multi-strategy alternatives, managed futures, managed volatility and tail risk hedging portfolios. He has conducted research and published extensively on systematic strategies, innovative hedging solutions and alternative risk premia. He began his career at PIMCO in the portfolio analytics group in 2008, where he worked on developing the core infrastructure for analyzing multi asset portfolios and advised institutional clients globally.
Mngr Name J. Scott Walker
Mngr Start Date 2017-09-15
Biography
J. Scott Walkeris an Investment Officer and Portfolio Manager of MFS and has been employed in the investment area of MFS since 2008.
Investment Advisor(s)
Massachusetts Financial Services Company
Web Site
www.mfs.com
Issuer
MFS
Subadvisor(s)
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Show Data Definitions

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