(As of 4/30/2024)

Sun GIF Solutions Sun Life MFS US Growth Est Ser A

(U.S. Equity)
FundGrade A+® Rating recipient
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2020
2019




Inception Return
(5/4/2015)
12.59 %
YTD Return 14.95 %
NAVPS
(5/24/2024)
$31.18
Change $0.22 / 0.70 %
Growth of $10,000 (As of April 30, 2024)
MER 3.34 %
Assets ($mil) -
Rank (1Yr) 48/655
Std Dev (3Yr) 15.04 %
Volatility Ranking (3Yr) 10/10
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

MFS Institutional Advisors, Inc.

Portfolio Manager

Eric B. Fischman, SLGI Asset Management Inc.

Paul J. Gordon, SLGI Asset Management Inc.

Brad Mak, SLGI Asset Management Inc.

Sub-Advisor

MFS Institutional Advisors, Inc.

 
Asset Allocation
(As of March 31, 2024)
Sector Allocation
(As of March 31, 2024)
Geographic Allocation
(As of March 31, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS U.S. Growth Fund Series AUS EquityMutual FundUnited States100.00%

Performance Data (As of April 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -3.31 8.95 23.78 14.95 32.98 6.75 10.74 -   
Benchmark -2.70 7.00 19.89 10.21 24.18 12.19 13.73 14.98
Quartile Ranking 4 1 1 1 1 4 2 -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 28.68 -28.36 18.67 25.02 27.20 8.27 18.76 -3.32 -      -     
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 4 1 1 1 1 4 - -

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