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MFS VARIABLE INSURANCE TRUST III

CIK: 0001065698 Equity
Report date: 2026-02-24
AUM $285M
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-24

About this Fund

MFS Variable Insurance Trust III is a renowned mutual fund company that specializes in providing a wide range of investment solutions to cater to the diverse needs of its clients. With a strong focus on asset management, the company offers an array of mutual funds across various categories, including equity, debt, hybrid, and money market funds. These funds are carefully designed to help investors create a well-diversified portfolio, aligned with their individual financial goals and risk tolerance. By leveraging its expertise in wealth management, MFS Variable Insurance Trust III empowers investors to make informed decisions, whether they are seeking long-term growth, income generation, or capital preservation. The company's investment approach is centered on a rigorous research process, combining both qualitative and quantitative analysis to identify attractive investment opportunities. This meticulous approach enables the company to deliver consistent and sustainable returns to its investors. For those who prefer a disciplined and systematic investment approach, MFS Variable Insurance Trust III also offers Systematic Investment Plans (SIPs), allowing investors to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility. The company's investor-centric approach, coupled with its commitment to transparency and customer service, has earned the trust of its clients. By providing access to a broad spectrum of investment products and services, MFS Variable Insurance Trust III has established itself as a trusted partner for investors seeking to achieve their financial objectives. With a strong foundation in asset management and a proven track record of delivering results, the company continues to be a preferred choice among investors seeking to create a robust and resilient investment portfolio. By fostering a culture of innovation, expertise, and customer focus, MFS Variable Insurance Trust III remains dedicated to helping its clients navigate the complexities of the investment landscape and achieve their long-term financial aspirations. As a leading mutual fund company, MFS Variable Insurance Trust III is well-positioned to meet the evolving needs of its investors, providing them with the necessary tools, expertise, and support to succeed in today's fast-paced investment environment. Through its comprehensive suite of investment products and services, the company strives to make a meaningful difference in the lives of its clients, empowering them to achieve financial freedom and security. With a steadfast commitment to excellence and a passion for delivering exceptional results, MFS Variable Insurance Trust III continues to be a trusted name in the world of mutual funds and asset management.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

40 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AMH AMERICAN HOMES 4 RENT Since 2026-05-10 02666TAK3 Debt
0.31%
$0.89 874,000
2 ARW ARROW ELECTRONICS INC Since 2026-05-10 04273WAC5 Debt
0.16%
$0.45 501,000
3 ARW ARROW ELECTRONICS INC Since 2026-05-10 04273WAF8 Debt
0.35%
$1.00 982,000
4 AJG ARTHUR J GALLAGHER & CO Since 2026-05-10 04316JAL3 Debt
0.20%
$0.56 551,000
5 AN AUTONATION INC Since 2026-05-10 05329RAA1 Debt
0.27%
$0.76 806,000
6 AN AUTONATION INC Since 2026-05-10 05329WAU6 Debt
0.52%
$1.49 1,490,000
7 BIIB BIOGEN INC Since 2026-05-10 09062XAN3 Debt
0.28%
$0.81 782,000
8 AVGO BROADCOM INC Since 2026-05-10 11135FBA8 Debt
0.47%
$1.33 1,304,000
9 AVGO BROADCOM INC Since 2026-05-10 11135FBX8 Debt
0.08%
$0.24 231,000
10 AVGO BROADCOM INC Since 2026-05-10 11135FBZ3 Debt
0.15%
$0.42 411,000
11 AVGO BROADCOM INC Since 2026-05-10 11135FCA7 Debt
0.14%
$0.40 402,000
12 AVGO BROADCOM INC Since 2026-05-10 11135FCB5 Debt
0.20%
$0.58 575,000
13 BRO BROWN & BROWN INC Since 2026-05-10 115236AJ0 Debt
0.13%
$0.38 376,000
14 CFG CITIZENS FINANCIAL GROUP Since 2026-05-10 174610BF1 Debt
0.35%
$1.00 962,000
15 STZ CONSTELLATION BRANDS INC Since 2026-05-10 21036PBS6 Debt
0.23%
$0.65 638,000
16 FANG DIAMONDBACK ENERGY INC Since 2026-05-10 25278XAX7 Debt
0.14%
$0.41 402,000
17 FANG DIAMONDBACK ENERGY INC Since 2026-05-10 25278XAY5 Debt
0.15%
$0.41 402,000
18 EBAY EBAY INC Since 2026-05-10 278642BD4 Debt
0.26%
$0.75 747,000
19 ENB ENBRIDGE INC Since 2026-05-10 29250NCA1 Debt
0.32%
$0.91 893,000
20 ENB ENBRIDGE INC Since 2026-05-10 29250NCJ2 Debt
0.14%
$0.41 398,000
21 ES EVERSOURCE ENERGY Since 2026-05-10 30040WBB3 Debt
0.41%
$1.17 1,180,000
22 GXO GXO LOGISTICS INC Since 2026-05-10 36262GAF8 Debt
0.20%
$0.57 538,000
23 GIL GILDAN ACTIVEWEAR INC Since 2026-05-10 375916AF0 Debt
0.18%
$0.52 520,000
24 GPN GLOBAL PAYMENTS INC Since 2026-05-10 37940XAE2 Debt
0.47%
$1.34 1,342,000
25 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280EQ8 Debt
0.51%
$1.45 1,426,000
26 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PBW5 Debt
0.36%
$1.03 1,033,000
27 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PCB0 Debt
0.29%
$0.82 831,000
28 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PEA0 Debt
0.25%
$0.72 712,000
29 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PEE2 Debt
0.28%
$0.79 775,000
30 LVS LAS VEGAS SANDS CORP Since 2026-05-10 517834AJ6 Debt
0.13%
$0.37 360,000
31 MTB M&T BANK CORPORATION Since 2026-05-10 55261FAS3 Debt
0.11%
$0.32 295,000
32 MTB M&T BANK CORPORATION Since 2026-05-10 55261FAU8 Debt
0.19%
$0.53 524,000
33 MAR MARRIOTT INTERNATIONAL Since 2026-05-10 571903BL6 Debt
0.15%
$0.44 428,000
34 PAYX PAYCHEX INC Since 2026-05-10 704326AA5 Debt
0.41%
$1.18 1,148,000
35 SYF SYNCHRONY FINANCIAL Since 2026-05-10 87165BAX1 Debt
0.18%
$0.52 515,000
36 TPR TAPESTRY INC Since 2026-05-10 876030AK3 Debt
0.26%
$0.73 713,000
37 UBS UBS GROUP AG Since 2026-05-10 902613AS7 Debt
0.13%
$0.38 374,000
38 UBS UBS GROUP AG Since 2026-05-10 902613BF4 Debt
0.09%
$0.26 232,000
39 UBS UBS GROUP AG Since 2026-05-10 902613BR8 Debt
0.38%
$1.09 1,075,000
40 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U2V4 Debt
0.24%
$0.67 675,000
Frequently Asked Questions — MFS VARIABLE INSURANCE TRUST III
What type of mutual fund is MFS VARIABLE INSURANCE TRUST III?
MFS VARIABLE INSURANCE TRUST III is a SEC-registered Equity fund, with $285M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, MFS VARIABLE INSURANCE TRUST III holds 40 portfolio positions, all detailed in the holdings table on this page.
What are MFS VARIABLE INSURANCE TRUST III's assets under management (AUM)?
MFS VARIABLE INSURANCE TRUST III has $285M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are MFS VARIABLE INSURANCE TRUST III's top holdings?
According to MFS VARIABLE INSURANCE TRUST III's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include AMERICAN HOMES 4 RENT, ARROW ELECTRONICS INC, ARROW ELECTRONICS INC , among others. The complete list of all 40 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is MFS VARIABLE INSURANCE TRUST III's expense ratio?
Expense ratio data for MFS VARIABLE INSURANCE TRUST III is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find MFS VARIABLE INSURANCE TRUST III's SEC filings?
MFS VARIABLE INSURANCE TRUST III is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001065698. You can access all of MFS VARIABLE INSURANCE TRUST III's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001065698). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is MFS VARIABLE INSURANCE TRUST III's holdings data on StockSifting?
Holdings data for MFS VARIABLE INSURANCE TRUST III on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.