MFS Total Return Series

MFS VARIABLE INSURANCE TRUST

Aggressive allocation fund
$2.02B NAV
923 positions · as of 2026-06-30 · filed 2026-08-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

MFS Total Return Series is an aggressive allocation fund.

Asset class
Allocation (multi-asset)
Region
United States
Management
Actively managed
Fund type
Open-end fund
Equity exposure
Aggressive

Fund profile

As filed in the prospectus · 2026 Q2

The funds investment objective is to seek total return.

Strategy · summarised

The fund pursues total return by allocating approximately 60% to equity securities and 40% to debt instruments, selecting stocks it believes are undervalued relative to intrinsic value and favoring large-cap companies, while investing substantially all debt holdings in investment-grade instruments. The manager employs active bottom-up fundamental analysis of individual issuers to drive security selection. Because security picks depend on the manager's analysis of individual companies and instruments, fund performance will diverge from any benchmark.

Expenses
0.61% 0.86%across 2 share classes
Share classGrossNet
C0000073100.71%0.61%
C0000073110.96%0.86%

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

Portfolio turnover 37.00% · as of 2026 Q2

Allocation

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

100.56%
of net assets
Stocks60.37%
Bonds22.87%
Securitized17.30%
Derivatives0.02%
Other0.00%

Derivatives are shown at market value, not notional exposure.

Sector allocation

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

100%
of net assets
Securitized17.2%
Financials14.7%
International12.2%
Government9.4%
11 smaller46.4%

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).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 44 new33 exited

Largest new: BSX, Aptiv PLC, SJM, Pentair PLC, HONA, BDS Ltd, MF1, KMB

Largest exited: United States Treasury, Aptiv PLC, GS, INTC, Roche Holding AG, Fannie Mae, BROADCOM INC, UMBS, TBA

Return profile

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

1-year
+13.57%
3-year
+33.02%
5-year
+30.26%
Volatility
6.57%
Worst 3-yr fall
-7.26%
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.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
4.22%
Avg maturity
14.67 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

20%
floating
Fixed rate80.5%
Floating rate19.5%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y0.9%
1-3y7.8%
3-5y12.6%
5-10y25.1%
10y+53.5%
Flagged holdings
Defaulted: 0.00% · $0.00M · 1 positions
In arrears: 0.00% · $0.00M · 1 positions
Paid in kind: none reported

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying about half as much.

Interest-rate duration
2.37 yr
approx. move per 100bp
Credit-spread duration
0.94 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -3.5%
of value
Interest rates72%
Credit spreads28%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+0.94
yrs total
Investment grade+0.90 yr
High yield+0.05 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate2.37 yr total
1 yr30 yr
1 yr0.24 yr10%
5 yr0.68 yr29%
10 yr0.94 yr40%
30 yr0.51 yr21%

3 mo is NEGATIVE (-0.00 yr) — a deliberate hedge at that point on the curve, so it is not part of the band above.

Credit spread0.94 yr total
3 mo30 yr
3 mo0.01 yr1%
1 yr0.14 yr14%
5 yr0.42 yr44%
10 yr0.31 yr32%
30 yr0.08 yr8%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo-0.00+0.01+0.00$1.2k$220
1 yr+0.24+0.11+0.02$22.3k$5.0k
5 yr+0.68+0.40+0.02$81.6k$3.1k
10 yr+0.94+0.30+0.00$61.1k$587
30 yr+0.51+0.08+0.00$15.1k$311

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

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

Issuer%NAVValue
The Charles Schwab CorpSCHW2.51%$50.60M
Microsoft CorpMSFT2.01%$40.54M
Bank of America CorpBAC1.88%$37.81M
Pfizer IncPFE1.76%$35.48M
Medtronic PLC1.73%$34.87M
Kenvue IncKVUE1.66%$33.55M
Omnicom Group IncOMC1.66%$33.37M
Becton Dickinson & CoBDX1.64%$33.14M
Northern Trust CorpNTRS1.61%$32.37M
The Cigna GroupCI1.59%$32.08M
Showing 10 of 923Sign 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 18.05% of net assets, top 25 36.96%, across 265 issuers.

See more of this fund's book

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