MFS VARIABLE INSURANCE TRUST III
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
| # | 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 |