| MFS VIT Utilities Series Initial |
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 |
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| Release date as of 2024-10-31. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2024-04-29 |
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| Maximum Fees |
| Administrative |
--- |
| Management |
0.75%
|
| 12b-1 |
--- |
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|
| Actual Fees |
| 12b-1 |
--- |
| Management |
0.74%
|
| Expense Ratio |
0.78%
|
(taken from annual report dated 2024-06-30) |
| Total Annual Operating Expense |
0.80%
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|
Type |
Date |
% |
| ManagementFee |
Contractual |
2025-04-30 |
0.01 |
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| Inception Date: 1995-01-03 |
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|
| Mngr Name |
Claud P. Davis |
| Mngr Start Date |
2014-04-30 |
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| 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. |
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|
| Mngr Name |
J. Scott Walker |
| Mngr Start Date |
2017-09-15 |
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| Biography |
| J. Scott Walkeris an Investment Officer and Portfolio Manager of MFS and has been employed in the investment area of MFS since 2008. |
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| Massachusetts Financial Services Company |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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