MFS Conservative Allocation Portfolio

MFS Conservative Allocation Portfolio is a registered fund series of MFS VARIABLE INSURANCE TRUST III (series S000023371). Net assets $213.4M as of 2026-03-31.

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Top holdings (18 reported)

Showing 15 of 18 holdings by value.

HoldingTickerValue% of fund
MFS Total Return Bond Series$34.4M1613.39%
MFS Variable Insurance Trust III - MFS Limited Maturity Portfolio$23.7M1111.48%
MFS Variable Insurance Trust II - MFS Government Securities Portfolio$21.5M1009.64%
MFS VIT III Inflation Adjusted Bond Portfolio$21.5M1005.63%
MFS Variable Insurance Trust II - MFS Global Governments Portfolio$17.2M804.21%
MFS Variable Insurance Trust - Research Series$13.3M621.53%
MFS Variable Insurance Trust - MFS Value Series$12.9M603.79%
MFS Variable Insurance Trust II - MFS Research International Portfolio$11.1M521.79%
MFS Growth Series$10.8M504.53%
MFS High Yield Portfolio$10.7M503.49%
MFS VIT III Mid Cap Value Portfolio$8.5M399.11%
MFS VIT Mid Cap Growth Series$8.4M393.31%
MFS VIT II - International Intrinsic Value Portfolio$4.5M208.52%
MFS Variable Insurance Trust II - MFS International Growth Portfolio$4.4M206.17%
MFS VIT III Global Real Estate Portfolio$4.2M195.16%

Net asset history

Report dateNet assets
2026-03-31$213.4M
2025-12-31$226.6M
2025-09-30$235.7M
2025-06-30$241.0M
2025-03-31$239.7M
2024-12-31$249.4M
2024-09-30$269.1M
2024-06-30$265.9M

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