MORNINGSTAR

As of 07/31/21

Morningstar Category: Allocation--30% to 50% Eq - VA

Morningstar Category: Allocation--30% to 50% Equity

Morningstar Category: Allocation--50% to 70% Eq - VA

Morningstar Category: Allocation--50% to 70% Equity

Morningstar Category: Allocation--70% to 85% Eq - VA

Morningstar Category: Allocation--70% to 85% Equity

Morningstar Category: Allocation--85%+ Equity

Morningstar Category: Commodities Broad Basket

Morningstar Category: Corporate Bond

Morningstar Category: Corporate Bond - VA

Morningstar Category: Diversified Emerging Mkts

Morningstar Category: Emerging Markets Bond

Morningstar Category: Emerging-Markets Local-Currency Bond

Morningstar Category: Foreign Large Blend

Morningstar Category: Foreign Large Blend - VA

Morningstar Category: Foreign Large Growth

Morningstar Category: Foreign Large Growth - VA

Morningstar Category: Foreign Small/Mid Growth

Morningstar Category: Global Real Estate

Morningstar Category: Global Real Estate - VA

Morningstar Category: High Yield Bond

Morningstar Category: High Yield Bond - VA

Morningstar Category: High Yield Bond - VA table
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
® High Yield Portfolio class IC>® High Yield Portfolio class IC>MFS® High Yield Portfolio IC
® High Yield Portfolio class SC>® High Yield Portfolio class SC>MFS® High Yield Portfolio SC

Number of funds in

High Yield Bond - VA
- 76 76 72 67

Morningstar Category: High Yield Muni

Morningstar Category: Inflation-Protected Bond

Morningstar Category: Inflation-Protected Bond - VA

Morningstar Category: Intermediate Core-Plus Bo - VA

Morningstar Category: Intermediate Core-Plus Bond

Morningstar Category: Intermediate Government

Morningstar Category: Intermediate Government - VA

Morningstar Category: Large Blend

Morningstar Category: Large Blend - VA

Morningstar Category: Large Growth

Morningstar Category: Large Growth - VA

Morningstar Category: Large Value

Morningstar Category: Large Value - VA

Morningstar Category: Large Value - VA table
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
® Value Series class IC>® Value Series class IC>MFS® Value Series IC
® Value Series class SC>® Value Series class SC>MFS® Value Series SC

Number of funds in

Large Value - VA
- 187 187 178 159

Morningstar Category: Long-Short Equity

Morningstar Category: Macro Trading

Morningstar Category: Mid-Cap Blend

Morningstar Category: Mid-Cap Growth

Morningstar Category: Mid-Cap Growth - VA

Morningstar Category: Mid-Cap Growth - VA table
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
® Mid Cap Growth Series class IC>® Mid Cap Growth Series class IC>MFS® Mid Cap Growth Series IC
® Mid Cap Growth Series class SC>® Mid Cap Growth Series class SC>MFS® Mid Cap Growth Series SC

Number of funds in

Mid-Cap Growth - VA
- 85 85 80 75

Morningstar Category: Mid-Cap Value

Morningstar Category: Mid-Cap Value - VA

Morningstar Category: Muni California Long

Morningstar Category: Muni Massachusetts

Morningstar Category: Muni National Long

Morningstar Category: Muni National Short

Morningstar Category: Muni New York Long

Morningstar Category: Muni Pennsylvania

Morningstar Category: Muni Single State Long

Morningstar Category: Short-Term Bond

Morningstar Category: Short-Term Bond - VA

Morningstar Category: Small Blend

Morningstar Category: Small Blend - VA

Morningstar Category: Small Growth

Morningstar Category: Small Growth - VA

Morningstar Category: Small Growth - VA table
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
® New Discovery Series class IC>® New Discovery Series class IC>MFS® New Discovery Series IC
® New Discovery Series class SC>® New Discovery Series class SC>MFS® New Discovery Series SC

Number of funds in

Small Growth - VA
- 75 75 74 64

Morningstar Category: Small Value

Morningstar Category: Small Value - VA

Morningstar Category: Target-Date 2020

Morningstar Category: Target-Date 2020 table
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
® Lifetime® 2020 Fund class R6>® Lifetime® 2020 Fund class R6>MFS® Lifetime® 2020 Fund R6 - -

Number of funds in

Target-Date 2020
- 152 152 113 65

Morningstar Category: Target-Date 2025

Morningstar Category: Target-Date 2025 table
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
® Lifetime® 2025 Fund class R6>® Lifetime® 2025 Fund class R6>MFS® Lifetime® 2025 Fund R6 - -

Number of funds in

Target-Date 2025
- 194 194 152 -

Morningstar Category: Target-Date 2030

Morningstar Category: Target-Date 2035

Morningstar Category: Target-Date 2040

Morningstar Category: Target-Date 2045

Morningstar Category: Target-Date 2050

Morningstar Category: Target-Date 2055

Morningstar Category: Target-Date 2060

Morningstar Category: Target-Date Retirement

Morningstar Category: Technology

Morningstar Category: Technology - VA

Morningstar Category: Technology - VA table
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
® Technology Portfolio class IC>® Technology Portfolio class IC>MFS® Technology Portfolio IC
® Technology Portfolio class SC>® Technology Portfolio class SC>MFS® Technology Portfolio SC

Number of funds in

Technology - VA
- 29 29 28 27

Morningstar Category: Utilities

Morningstar Category: Utilities - VA

Morningstar Category: Utilities - VA table
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
® Utilities Series class IC>® Utilities Series class IC>MFS® Utilities Series IC
® Utilities Series class SC>® Utilities Series class SC>MFS® Utilities Series SC

Number of funds in

Utilities - VA
- 8 8 8 6

Morningstar Category: World Allocation

Morningstar Category: World Allocation - VA

Morningstar Category: World Allocation - VA table
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
® Global Tactical Allocation Portfolio class IC>® Global Tactical Allocation Portfolio class IC>MFS® Global Tactical Allocation Portfolio IC

Number of funds in

World Allocation - VA
- 67 67 57 33

Morningstar Category: World Bond

Morningstar Category: World Bond - VA

Morningstar Category: World Large-Stock Blend

Morningstar Category: World Large-Stock Blend - VA

Morningstar Category: World Large-Stock Growth

Morningstar Category: World Large-Stock Growth - VA

Morningstar Category: World Large-Stock Growth - VA table
Fund Name Class Overall MorningStar Rating TM 3 Yr MorningstarTM 5 yr MorningstarTM 10 yr MorningstarTM
® Global Growth Portfolio class IC>® Global Growth Portfolio class IC>MFS® Global Growth Portfolio IC
® Global Growth Portfolio class SC>® Global Growth Portfolio class SC>MFS® Global Growth Portfolio SC

Number of funds in

World Large-Stock Growth - VA
- 29 29 25 23

Morningstar Category: World Small/Mid Stock

The Morningstar Rating for funds, or star rating, is calculated for funds with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a funds monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Morningstar rankings do not take into account sales charges and are based on historical returns, which are not indicative of future results. Rankings of other share classes may vary. A high relative ranking does not always mean the fund achieved a positive return during the period.

Morningstar rankings may vary among share classes and are based on historical total returns, which are not indicative of future results. Class A share star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms (e.g., plan participants of a defined contribution plan). Therefore, Morningstar strongly encourages investors to contact their investment professional to determine whether they are eligible to purchase the A share without paying the front load.

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This website is a general communication and is provided for informational and/or educational purposes only. None of the content should be viewed as a suggestion that you take or refrain from taking any action nor as a recommendation for any specific investment product, strategy, plan feature or other such purpose. Your use of this website indicates that you agree with the intended purpose. Prior to making any investment or financial decision, you should seek individualized advice from a personal financial, tax, and other professionals who are able to provide advice in the context of your particular financial situation.

The information provided on this page should be read in conjunction with the funds prospectus or summary prospectus for the portfolio being offered, which are available online here or by contacting MFS. Consider the funds investment objectives, risks, charges, and expenses, and otherwise read these documents carefully before you invest. Shares of the funds are not FDIC-insured and are not deposits or other obligations of, or guaranteed by, any bank. Shares of the funds involve investment risk, including possible loss of principal. 

MFS registered investment products are offered through MFS® Fund Distributors, Inc., 111 Huntington Avenue, Boston, MA 02199.

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