(As of 3/31/2021)

Sun GIF Solutions Sun Life MFS US Growth Est Ser A

(U.S. Equity)



2019


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(5/4/2015)
14.88 %
YTD Return -1.72 %
NAVPS
(4/19/2021)
$24.09
Change ($0.21) / -0.86 %
Growth of $10,000 (As of March 31, 2021)
MER 3.34 %
Assets ($mil) -
Rank (1Yr) 528/637
Std Dev (3Yr) 13.61 %
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
  • Sadiq S. Adatia, CFA, SLGI Asset Management Inc.
  • Chhad Aul, SLGI Asset Management Inc.
  • Eric B. Fischman, MFS Institutional Advisors, Inc.
 
Asset Allocation
(As of February 28, 2021)
Sector Allocation
(As of February 28, 2021)
Geographic Allocation
(As of February 28, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS U.S. Growth Fund Series AUS EquityMutual FundUnited States100.00%

Performance Data (As of March 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.05 -1.72 0.44 -1.72 27.97 16.32 16.18 -   
Benchmark 3.47 4.87 12.25 4.87 38.59 15.81 15.55 16.91
Quartile Ranking 4 4 4 4 4 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 - - - - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .