(As of 8/31/2021)

Sun Life MFS U.S. Growth Fund Series A

(U.S. Equity)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(9/30/2010)
18.05 %
YTD Return 18.85 %
NAVPS
(9/16/2021)
$57.58
Change $0.30 / 0.52 %
Growth of $10,000 (As of August 31, 2021)
MER 2.28 %
Assets ($mil) -
Rank (1Yr) 1664/1831
Std Dev (3Yr) 14.50 %
Volatility Ranking (3Yr) 6/10
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 earning 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.

Paul J. Gordon, MFS Institutional Advisors, Inc.

MFS Investment Management Canada Limited

 
Asset Allocation
(As of July 31, 2021)
Sector Allocation
(As of July 31, 2021)
Geographic Allocation
(As of July 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Microsoft CorpUS EquityTechnologyUnited States9.36%
Amazon.com IncUS EquityConsumer ServicesUnited States7.71%
Alphabet Inc Cl AUS EquityTechnologyUnited States5.87%
Adobe Systems IncUS EquityTechnologyUnited States4.27%
Facebook Inc Cl AUS EquityTechnologyUnited States3.89%
Apple IncUS EquityTechnologyUnited States3.47%
MasterCard IncUS EquityFinancial ServicesUnited States3.32%
Visa Inc Cl AUS EquityFinancial ServicesUnited States2.80%
PayPal Holdings IncUS EquityIndustrial ServicesUnited States2.56%
Intuit IncUS EquityTechnologyUnited States2.42%

Performance Data (As of August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.84 18.22 20.76 18.85 19.66 19.91 20.39 19.48
Benchmark 4.32 12.83 18.88 20.48 26.89 16.74 17.13 19.32
Quartile Ranking 1 1 1 3 4 1 1 1

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 26.37 28.62 9.41 20.02 -2.90 25.11 15.81 42.21 12.11 -0.52
Benchmark 16.07 25.18 3.98 13.80 8.65 20.77 24.19 41.93 13.16 4.41
Quartile Ranking 1 1 1 1 4 1 3 2 2 3

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