(As of 12/31/2022)

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)
13.03 %
YTD Return -27.54 %
NAVPS
(2/6/2023)
$45.30
Change ($0.17) / -0.36 %
Growth of $10,000 (As of December 31, 2022)
MER -
Assets ($mil) -
Rank (1Yr) 1376/1519
Std Dev (3Yr) 15.07 %
Volatility Ranking (3Yr) 8/10
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.

Paul J. Gordon, MFS Institutional Advisors, Inc.

MFS Investment Management Canada Limited

 
Asset Allocation
(As of November 30, 2022)
Sector Allocation
(As of November 30, 2022)
Geographic Allocation
(As of November 30, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Microsoft CorpUS EquityTechnologyUnited States9.08%
Amazon.com IncUS EquityConsumer ServicesUnited States5.70%
Alphabet Inc Cl AUS EquityTechnologyUnited States5.55%
Apple IncUS EquityTechnologyUnited States5.32%
Mastercard Inc Cl AUS EquityFinancial ServicesUnited States3.91%
Visa Inc Cl AUS EquityFinancial ServicesUnited States3.26%
Adobe IncUS EquityTechnologyUnited States2.55%
Intuit IncUS EquityTechnologyUnited States2.46%
Danaher CorpUS EquityHealthcareUnited States2.44%
Thermo Fisher Scientific IncUS EquityHealthcareUnited States2.24%

Performance Data (As of December 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -6.37 1.97 1.26 -27.54 -27.54 3.22 9.12 14.03
Benchmark -5.51 6.28 7.53 -12.52 -12.52 9.18 11.11 16.12
Quartile Ranking 4 4 4 4 4 4 2 2

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -27.54 20.08 26.37 28.62 9.40 20.02 -2.89 25.11 15.81 42.21
Benchmark -12.52 28.16 16.07 25.18 3.98 13.80 8.65 20.77 24.19 41.93
Quartile Ranking 4 4 1 1 1 1 4 1 3 2

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