(As of 3/31/2024)

Sun Life MFS U.S. Growth Fund Series A

(U.S. Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020





Inception Return
(9/30/2010)
15.44 %
YTD Return 19.19 %
NAVPS
(4/19/2024)
$62.09
Change ($1.55) / -2.43 %
Growth of $10,000 (As of March 31, 2024)
MER 2.22 %
Assets ($mil) -
Rank (1Yr) 132/1288
Std Dev (3Yr) 15.07 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
The Fund’s investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located in the United States that are considered to have above-average earnings growth potential compared to other companies.
Fund Manager

SLGI Asset Management Inc.

Portfolio Manager

SLGI Asset Management Inc.

Sub-Advisor

Eric B. Fischman, MFS Institutional Advisors, Inc.

Brad Mak, MFS Institutional Advisors, Inc.

MFS Investment Management Canada Limited

 
Asset Allocation
(As of February 29, 2024)
Sector Allocation
(As of February 29, 2024)
Geographic Allocation
(As of February 29, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Microsoft CorpUS EquityTechnologyUnited States9.29%
NVIDIA CorpUS EquityTechnologyUnited States9.01%
Amazon.com IncUS EquityConsumer ServicesUnited States7.00%
Meta Platforms Inc Cl AUS EquityTechnologyUnited States6.40%
Alphabet Inc Cl AUS EquityTechnologyUnited States5.64%
Apple IncUS EquityTechnologyUnited States5.01%
Mastercard Inc Cl AUS EquityFinancial ServicesUnited States3.84%
Visa Inc Cl AUS EquityFinancial ServicesUnited States3.20%
Eli Lilly and CoUS EquityHealthcareUnited States2.92%
Cadence Design Systems IncUS EquityTechnologyUnited States2.09%

Performance Data (As of March 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.31 19.19 30.47 19.19 41.16 11.02 13.82 14.67
Benchmark 3.07 13.26 23.76 13.26 30.04 14.30 15.37 15.28
Quartile Ranking 3 1 1 1 1 2 2 1

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 30.08 -27.54 20.08 26.37 28.62 9.40 20.02 -2.89 25.11 15.81
Benchmark 23.32 -12.52 28.16 16.07 25.18 3.98 13.80 8.65 20.77 24.19
Quartile Ranking 1 4 3 1 1 1 1 4 1 3

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