(As of 12/31/2020)

Sun GIF Solutions Sun Life MFS US Growth Est Ser A

(U.S. Equity)



2019


FundGrade A+® Rating recipient
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Inception Return
(5/4/2015)
15.93 %
YTD Return 25.02 %
NAVPS
(1/22/2021)
$23.27
Change $0.11 / 0.48 %
Growth of $10,000 (As of December 31, 2020)
MER 3.34 %
Assets ($mil) -
Rank (1Yr) 105/637
Std Dev (3Yr) 13.85 %
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 earnings growth potential compared to other companies.
Management Co.
MFS Institutional Advisors, Inc.
Managers
Eric B. Fischman, Sadiq S. Adatia, CFA, Chhad Aul
 
Asset Allocation
(As of November 30, 2020)
Sector Allocation
(As of November 30, 2020)
Geographic Allocation
(As of November 30, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS U.S. Growth Fund Series AUS EquityMutual FundUnited States100.00%

Performance Data (As of December 31, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.49 2.20 10.28 25.02 25.02 19.85 14.60 -   
Benchmark 1.98 7.05 14.13 16.07 16.07 14.74 13.31 16.73
Quartile Ranking 3 4 4 1 1 1 1 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 25.02 27.20 8.27 18.76 -3.32 -      -      -      -      -     
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 - - - - -

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