| MFS VIT Utilities Series Initial |
|
 |
|
| Release date as of 2025-05-31. Data on page is subject to change. |
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|
| Style Box Details for Stock Holdings |
|
| Size |
|
| Average Mkt Cap $Mil |
41,221 |
|
|
|
| Market Capitalization |
% of Portfolio |
| Giant |
4.17 |
| Large |
34.01 |
| Medium |
57.45 |
| Small |
4.37 |
| Micro |
0.00 |
| |
|
|
| Investment Valuation |
Stock
Portfolio
|
| Forward P/E |
17.0 |
| Price/Book |
1.9 |
| Price/Sales |
2.3 |
| Price/Cash Flow |
6.6 |
| Dividend Yield |
3.1 |
| Long-Term Earnings |
7.1 |
| Historical Earnings |
17.5 |
| Sales Growth |
-1.4 |
| Cash-Flow Growth |
12.4 |
| Book-Value Growth |
5.1 |
|
|
|
 |
|
| As of 2025-05-31 |
|
|
|
|
% of Net Assets |
|
| U.S. Stocks |
80.4 |
|
| Non-U.S. Stocks |
19.0 |
|
| Bonds |
0.0 |
|
| Cash |
0.6 |
|
| Other |
0.0 |
|
|
| Total |
100.0 |
|
|
|
|
|
Data through
2025-05-31 |
|
|
|
| Morningstar Equity Sectors |
|
|
|
% of Stocks |
 |
Cyclical |
3.91 |
 |
Basic Materials |
0.00 |
 |
Consumer Cyclical |
0.00 |
 |
Financial Services |
0.00 |
 |
Real Estate |
3.91 |
|
|
|
 |
Sensitive |
1.85 |
 |
Communication Services |
1.35 |
 |
Energy |
0.00 |
 |
Industrials |
0.50 |
 |
Technology |
0.00 |
|
|
|
 |
Defensive |
94.24 |
 |
Consumer Defensive |
0.00 |
 |
Healthcare |
0.00 |
 |
Utilities |
94.24 |
|
| Data through 2025-05-31 |
|
|
|
|
| Total Number of Stock Holdings |
37 |
| Total Number of Bond Holdings |
0 |
| % of Net Assets in Top 10 Holdings |
54.47 |
|
|
| Turnover % |
(as of 2024-12-31) |
10.00 |
| 30 Day SEC Yield % |
--- |
|
|
Sector |
P/E |
% of Net
Assets
|
 |
|
|
|
|
 |
NextEra Energy Inc |
|
26.46 |
10.73 |
|
Constellation Energy Corp |
|
32.26 |
7.64 |
|
PG&E Corp |
|
15.49 |
6.35 |
|
Xcel Energy Inc |
|
20.62 |
5.07 |
|
DTE Energy Co |
|
18.47 |
4.68 |
 |
|
Sempra |
|
17.27 |
4.53 |
|
Vistra Corp |
|
25.45 |
4.18 |
|
Southern Co |
|
21.58 |
3.86 |
|
Dominion Energy Inc |
|
21.88 |
3.73 |
 |
American Electric Power Co Inc |
|
19.98 |
3.70 |
|
|
Ameren Corp |
|
21.48 |
3.67 |
|
PPL Corp |
|
25.93 |
3.41 |
|
RWE AG Class A |
|
--- |
3.31 |
|
Edison International |
|
7.87 |
3.07 |
|
Enel SpA |
|
--- |
2.68 |
|
|
SSE PLC |
|
--- |
2.42 |
|
Alliant Energy Corp |
|
21.46 |
2.41 |
|
Public Service Enterprise Group Inc |
|
22.14 |
2.36 |
|
Atmos Energy Corp |
|
21.60 |
2.16 |
|
SBA Communications Corp Class A |
|
--- |
2.15 |
|
|
Pinnacle West Capital Corp |
|
18.07 |
1.84 |
|
EDP Renovaveis SA |
|
--- |
1.80 |
|
Cellnex Telecom SA |
|
--- |
1.74 |
|
National Grid PLC |
|
--- |
1.47 |
|
Portland General Electric Co |
|
14.93 |
1.41 |
|
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