May 23, 2013 12:08 PM ET

Capital Markets

Company Overview of MFS Variable Insurance Trust II – MFS Technology Portfolio

Company Overview

MFS Variable Insurance Trust II – MFS Technology Portfolio is an open-ended variable annuity equity mutual fund launched and managed by MFS Investment Management. It primarily invests in the public equity markets across the globe. The fund invests in stocks of companies operating in technology sector. It invests in the stocks of companies operating across all market capitalization. The fund employs fundamental analysis with a bottom-up approach with a focus on factors such as current financial condition and industry position, market, economic, political, and regulatory conditions, analysis of earnings, cash flows, competitive position, and management ability to create its portfolio. It bench...

Detailed Description

500 Boylston Street

Boston, MA 02116-3741

United States

Founded in 2000

Phone:

617-954-5000

Fax:

617-350-2163

www.mfs.com

Key Executives for MFS Variable Insurance Trust II – MFS Technology Portfolio

President
Age: 53
Assistant Independent Chief Compliance Officer
Age: 37
Treasurer
Age: 47
Secretary
Age: 60
Assistant Secretary and Assistant Clerk
Age: 38
Compensation as of Fiscal Year 2012.

MFS Variable Insurance Trust II – MFS Technology Portfolio Key Developments

MFS Variable Insurance Trust II – MFS Technology Portfolio, Special/Extraordinary Shareholders Meeting, Dec 01, 2011

MFS Variable Insurance Trust II – MFS Technology Portfolio, Special/Extraordinary Shareholders Meeting, Dec 01, 2011., at 10:12 US Eastern Standard Time. Location: 500 Boylston Street. Agenda: To elect a board of ten trustees of the MFS Variable Insurance Trust II, nine of whom are independent of the Trust's investment adviser, effective January 1, 2012; to approve a new investment advisory agreement dated January 1, 2012, between the Trust, on behalf of each Portfolio, and Massachusetts Financial Services Company; to approve revisions to and restatements of certain fundamental investment restrictions of each Portfolio effective January 1, 2012; and to transact such other business as may properly come before the Meeting and any adjournment(s) or postponement(s) thereof.

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