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April 28, 2015 2:18 PM ET

Capital Markets

Company Overview of MFS Variable Insurance Trust II - MFS Core Equity Portfolio

Company Overview

MFS Variable Insurance Trust II – MFS Core Equity Portfolio is an open-ended variable annuity equity mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund primarily invests in growth and value stocks of companies across all market capitalizations. It employs a combination of fundamental analysis and quantitative analysis with a bottom-up stock picking approach focusing on factors such as current financial condition and industry position, and market, economic, political, and regulatory conditions, issuer’s earnings, cash f...

111 Huntington Avenue

Boston, MA 02199-7618

United States

Founded in 1997

Key Executives for MFS Variable Insurance Trust II - MFS Core Equity Portfolio

Chief Executive Officer and Trustee
Age: 50
Director of International Equity Portfolio, Global Equity Portfolio Manager, Investment Officer, and Member of Global Equity Management Committee
Assistant Independent Chief Compliance Officer
Age: 39
Treasurer
Age: 49
Executive Vice-President, Secretary, General Counsel, and Member of Management Committee
Age: 62
Compensation as of Fiscal Year 2014.

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To contact MFS Variable Insurance Trust II - MFS Core Equity Portfolio, please visit annex.mfs.com/wps/portal/mfs/us-advisor-pub/products/sun-life/!ut/p/a1/04_Sj9CPykssy0xPLMnMz0vMAfGjz. Company data is provided by Capital IQ. Please use this form to report any data issues.

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