SCIBX — MFS Moderate Allocation Portfolio
Data updated: 2026-05-26
SCIBX — MFS Moderate Allocation Portfolio data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Multi-Cap / All-Cap Blend / Core Equity · $797.88M AUM · 0.72% expense ratio · 9.1% 1-yr return. From SEC regulatory filings.
SCIBX Fund Overview
SCIBX — MFS Moderate Allocation Portfolio is a US mutual fund managed by Mfs Variable Insurance Trust III, categorised as United States Multi-Cap / All-Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Mfs Variable Insurance Trust III
- Category: United States Multi-Cap / All-Cap Blend / Core Equity
- Assets under management: $797.88M
- 1-year return: 9.1%
- Ticker: SCIBX
- SEC CIK: 0001065698
- SEC series ID: S000023372
- Share class ID: C000068442
SCIBX Holdings
Top 10 holdings of MFS Moderate Allocation Portfolio by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| MFS Total Return Bond Series | 12.07% |
| MFS Variable Insurance Trust II - MFS Government Securities Portfolio | 10.13% |
| MFS Variable Insurance Trust - MFS Value Series | 9.10% |
| MFS Variable Insurance Trust II - MFS Research International Portfolio | 8.30% |
| MFS Growth Series | 7.87% |
| MFS Variable Insurance Trust - Research Series | 7.24% |
| MFS VIT III Mid Cap Value Portfolio | 7.04% |
| MFS VIT Mid Cap Growth Series | 6.86% |
| MFS High Yield Portfolio | 5.06% |
| MFS VIT III Inflation Adjusted Bond Portfolio | 5.05% |
SCIBX Portfolio Allocation
Asset-class allocation of MFS Moderate Allocation Portfolio by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 100.0% |
SCIBX Performance
Total returns for SCIBX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -1.7% |
| 1 year | 9.1% |
| 3 years (annualised) | 8.7% |
| 5 years (annualised) | 4.2% |
SCIBX Risk Information
Risk metrics for SCIBX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 7.0%
SCIBX Costs and Fees
SCIBX costs about $72 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.72%
- Gross expense ratio: 0.72%
- Portfolio turnover: 7%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
SCIBX Cashflows
Over the 12 months to 2026-03, MFS Moderate Allocation Portfolio had net outflows of $60.92M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | −$11.68M |
| 2026-02 | −$10.05M |
| 2026-01 | −$10.00M |
| 2025-12 | −$9.05M |
| 2025-11 | −$11.74M |
| 2025-10 | −$15.11M |
SCIBX Debt Constituents
No individual debt constituents are reported in MFS Moderate Allocation Portfolio's latest SEC N-PORT filing.
SCIBX Prospectus and SEC Filings
Official MFS Moderate Allocation Portfolio filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Multi-Cap / All-Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.