Inception Return
(5/4/2015)
|
13.63 %
|
|
YTD Return
|
27.61 %
|
|
NAVPS
(7/25/2024)
|
$30.97
|
|
Change
|
($0.21) / -0.67 %
|
|
|
Growth of $10,000
(As of June 30, 2024)
|
|
MER
|
3.34 %
|
|
Assets ($mil)
|
-
|
|
Rank (1Yr)
|
36/659
|
|
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 May 31, 2024)
|
Sector Allocation
(As of May 31, 2024)
|
Geographic Allocation
(As of May 31, 2024)
|
Top 10 Holdings
| Name | Asset | Sector | Geographic | Percent |
| Sun Life MFS U.S. Growth Fund Series A | US Equity | Mutual Fund | United States | 100.00% |
Performance Data
(As of June 30, 2024)
|
|
Return (%)
|
Annualized Return (%)
|
|
Return
|
1
Mth
|
3
Mth
|
6
Mth
|
YTD
|
1
Yr
|
3
Yr
|
5
Yr
|
10
Yr
|
|
Fund
|
5.57
|
7.33
|
27.61
|
27.61
|
37.64
|
8.89
|
13.38
|
-
|
|
Benchmark
|
3.97
|
5.34
|
19.31
|
19.31
|
28.76
|
13.71
|
16.08
|
15.71
|
|
Quartile Ranking
|
1
|
1
|
1
|
1
|
1
|
3
|
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
|
-
|
-
|