| MFS® VIT Utilities Series Initial |
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| Release date as of 2024-03-31. Data on page is subject to change. |
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| Style Box Details for Stock Holdings |
|
| Size |
|
| Average Mkt Cap $Mil |
33,856 |
|
|
|
| Market Capitalization |
% of Portfolio |
| Giant |
0.52 |
| Large |
40.65 |
| Medium |
55.23 |
| Small |
3.60 |
| Micro |
0.00 |
| |
|
|
| Investment Valuation |
Stock
Portfolio
|
| Forward P/E |
15.6 |
| Price/Book |
1.7 |
| Price/Sales |
1.8 |
| Price/Cash Flow |
7.7 |
| Dividend Yield |
3.5 |
| Long-Term Earnings |
7.8 |
| Historical Earnings |
14.6 |
| Sales Growth |
3.5 |
| Cash-Flow Growth |
22.1 |
| Book-Value Growth |
5.3 |
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| As of 2024-03-31 |
|
|
|
|
% of Net Assets |
|
| U.S. Stocks |
76.2 |
|
| Non-U.S. Stocks |
22.3 |
|
| Bonds |
0.0 |
|
| Cash |
1.5 |
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| Other |
0.0 |
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| Total |
100.0 |
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Data through
2024-03-31 |
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| Morningstar Equity Sectors |
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|
|
% of Stocks |
 |
Cyclical |
5.70 |
 |
Basic Materials |
0.00 |
 |
Consumer Cyclical |
0.00 |
 |
Financial Services |
0.00 |
 |
Real Estate |
5.70 |
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|
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Sensitive |
2.65 |
 |
Communication Services |
1.67 |
 |
Energy |
0.00 |
 |
Industrials |
0.98 |
 |
Technology |
0.00 |
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Defensive |
91.66 |
 |
Consumer Defensive |
0.00 |
 |
Healthcare |
0.00 |
 |
Utilities |
91.66 |
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| Data through 2024-03-31 |
|
|
|
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| Total Number of Stock Holdings |
39 |
| Total Number of Bond Holdings |
0 |
| % of Net Assets in Top 10 Holdings |
53.77 |
|
|
| Turnover % |
(as of 2023-12-31) |
15.00 |
| 30 Day SEC Yield % |
--- |
|
|
Sector |
P/E |
% of Net
Assets
|
 |
|
|
|
|
 |
NextEra Energy Inc |
|
17.75 |
11.94 |
|
PG&E Corp |
|
15.96 |
6.41 |
 |
Dominion Energy Inc |
|
19.83 |
5.20 |
|
Constellation Energy Corp |
|
36.90 |
4.99 |
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Southern Co |
|
19.82 |
4.86 |
 |
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DTE Energy Co |
|
16.59 |
4.73 |
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Sempra |
|
15.00 |
4.20 |
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Edison International |
|
22.74 |
4.04 |
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PPL Corp |
|
27.53 |
3.78 |
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Ameren Corp |
|
16.89 |
3.62 |
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RWE AG Class A |
|
--- |
3.22 |
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Xcel Energy Inc |
|
16.74 |
3.13 |
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American Electric Power Co Inc |
|
20.31 |
2.99 |
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Cellnex Telecom SA |
|
--- |
2.83 |
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SBA Communications Corp Class A |
|
--- |
2.78 |
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Alliant Energy Corp |
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18.13 |
2.66 |
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EDP Renovaveis SA |
|
--- |
2.64 |
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Enel SpA |
|
--- |
2.25 |
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SSE PLC |
|
--- |
2.23 |
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National Grid PLC |
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--- |
1.92 |
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Atmos Energy Corp |
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18.99 |
1.70 |
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Pinnacle West Capital Corp |
|
16.95 |
1.61 |
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Public Service Enterprise Group Inc |
|
13.02 |
1.55 |
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Portland General Electric Co |
|
18.03 |
1.44 |
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Evergy Inc |
|
16.84 |
1.39 |
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