MFS Growth Series

MFS VARIABLE INSURANCE TRUST

Actively managed U.S. equity fund
$2.16B NAV
76 positions · as of 2026-06-30 · filed 2026-08-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

MFS Growth Series is an actively managed U.S. equity fund. 35% of MFS Growth Series’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 87% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund
Features
Non-diversified

Fund profile

As filed in the prospectus · 2025 Q2

The funds investment objective is to seek capital appreciation.

Strategy · summarised

The fund invests primarily in large-capitalization growth stocks selected through bottom-up fundamental analysis of individual companies, with a focus on those expected to deliver above-average earnings growth rates and duration. The fund may concentrate a significant portion of assets in a single issuer or small number of issuers, and may also invest meaningfully in foreign securities and single sectors. Because performance depends on the adviser's security selection, the fund's returns will diverge from the broader market based on which stocks are chosen.

Expenses
0.73% 0.98%across 2 share classes
Share classGrossNetAs of
C0000073160.74%0.73%2026 Q2
C0000073170.99%0.98%2026 Q2

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 45.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.18%
of net assets
Stocks100.18%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology44.1%
Communication Services14.0%
International9.5%
Industrials9.1%
8 smaller23.3%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
35%of stock holdings in top-quartile growers
covering 87% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 18 new12 exited

Largest new: MU, SPCX, AMD, TSLA, WMB, COHR, SNDK, ROST

Largest exited: GE, APP, CBRE, A, GWRE, SAP SE, SNPS, MCO

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+23.05%
3-year
+80.34%
5-year
+58.53%
Volatility
18.84%
Worst 3-yr fall
-12.92%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CorpNVDA14.02%$303.39M
Alphabet IncGOOGL10.63%$229.97M
Apple IncAAPL6.58%$142.48M
Broadcom IncAVGO4.04%$87.47M
Microsoft CorpMSFT3.66%$79.20M
Mastercard IncMA2.95%$63.88M
GE Vernova IncGEV2.93%$63.33M
Amazon.com IncAMZN2.33%$50.42M
Seagate Technology Holdings PLC2.07%$44.75M
Meta Platforms IncMETA2.04%$44.20M
Showing 10 of 76Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 51.24% of net assets, top 25 73.47%, across 75 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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