(As of 5/31/2025)

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)
15.11 %
YTD Return -4.76 %
NAVPS
(6/27/2025)
$77.81
Change $0.90 / 1.17 %
Growth of $10,000 (As of May 31, 2025)
MER 2.22 %
Assets ($mil) -
Rank (1Yr) 516/1274
Std Dev (3Yr) 15.07 %
Volatility Ranking (3Yr) 9/10
RRSP Eligibility Yes
Load Choice of Front or No Load
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 April 30, 2025)
Sector Allocation
(As of April 30, 2025)
Geographic Allocation
(As of April 30, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Microsoft CorpUS EquityTechnologyUnited States8.68%
Amazon.com IncUS EquityConsumer ServicesUnited States7.33%
NVIDIA CorpUS EquityTechnologyUnited States7.06%
Meta Platforms Inc Cl AUS EquityTechnologyUnited States6.85%
Apple IncUS EquityTechnologyUnited States5.76%
Alphabet Inc Cl AUS EquityTechnologyUnited States5.01%
Mastercard Inc Cl AUS EquityFinancial ServicesUnited States4.04%
Netflix IncUS EquityConsumer ServicesUnited States2.95%
Visa Inc Cl AUS EquityFinancial ServicesUnited States2.05%
Boston Scientific CorpUS EquityHealthcareUnited States1.95%

Performance Data (As of May 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 7.94 -4.25 -2.98 -4.76 11.32 18.74 11.56 13.53
Benchmark 5.88 -5.07 -3.12 -3.37 14.53 17.67 15.90 14.00
Quartile Ranking 1 2 1 3 2 1 3 1

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 41.91 30.08 -27.54 20.08 26.37 28.62 9.40 20.02 -2.89 25.11
Benchmark 36.01 23.32 -12.52 28.16 16.07 25.18 3.98 13.80 8.65 20.77
Quartile Ranking 1 1 4 4 1 1 1 1 4 1

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