July 25, 2014 5:12 AM ET

Capital Markets

Company Overview of MFS Variable Insurance Trust III - MFS Blended Research Small Cap Equity Portfolio

Company Overview

MFS Variable Insurance Trust III - MFS Blended Research Small Cap Equity Portfolio is an open ended variable annuity equity mutual fund launched and managed by Massachusetts Financial Services Company. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in stocks of small cap companies within the range of Russell 2000 Index. The fund employs combination of fundamental and quantitative analysis along with bottom up stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against the Russell 2000 Index. The fund was formerly known as Sun Capital Advisers Trust - ...

111 Huntington Avenue

Boston, MA 02199-7618

United States

Founded in 1999

Key Executives for MFS Variable Insurance Trust III - MFS Blended Research Small Cap Equity Portfolio

Chief Executive Officer
Age: 56
Chief Financial Officer
Age: 47
Chief Legal Officer and Secretary
Age: 54
Assistant Secretary
Age: 46
Assistant Treasurer and Member of Dividend Committee
Age: 37
Compensation as of Fiscal Year 2014.

MFS Variable Insurance Trust III - MFS Blended Research Small Cap Equity Portfolio Key Developments

Sun Capital Advisers Trust - SC BlackRock Small Cap Index Fund, Special/Extraordinary Shareholders Meeting, Nov 26, 2012

Sun Capital Advisers Trust - SC BlackRock Small Cap Index Fund, Special/Extraordinary Shareholders Meeting, Nov 26, 2012., at 10:00 US Eastern Standard Time. Location: One Sun Life Executive Park. Agenda: To elect ten individuals as members of the Board of the Trust; to approve a new advisory agreement with Massachusetts Financial Services Company; to approve an amendment to the Trust’s Declaration of Trust; to approve a revised fundamental investment restriction regarding industry concentration; to approve a revised fundamental investment restriction regarding purchases or sales of real estate and commodities; to eliminate the fundamental investment restriction regarding diversification; and to transact such other business as may properly come before the meeting and any adjournment thereof.

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To contact MFS Variable Insurance Trust III - MFS Blended Research Small Cap Equity Portfolio, please visit www.mfs.com/wps/portal/mfs/us-advisor-pub/products/VIT3/!ut/p/a1/jY7dCoJAFITfyHNSMrtc1HQ1XJV-bG9CYzV. Company data is provided by Capital IQ. Please use this form to report any data issues.

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