(As of 7/31/2020)

Sun GIF Solutions Sun Life MFS US Growth Est Ser A

(U.S. Equity)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(5/4/2015)
16.21 %
YTD Return 18.99 %
NAVPS
(8/12/2020)
$21.93
Change $0.28 / 1.31 %
Growth of $10,000 (As of July 31, 2020)
MER 3.34 %
Assets ($mil) -
Rank (1Yr) 71/566
Std Dev (3Yr) 13.70 %
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 June 30, 2020)
Sector Allocation
(As of June 30, 2020)
Geographic Allocation
(As of June 30, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS U.S. Growth Fund Series AUS EquityMutual FundUnited States100.00%

Performance Data (As of July 31, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.96 12.72 12.94 18.99 25.09 20.64 14.21 -   
Benchmark 3.90 8.77 3.75 5.66 14.14 14.69 12.15 16.88
Quartile Ranking 2 1 1 1 1 1 1 -

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 27.20 8.27 18.76 -3.32 -      -      -      -      -      -     
Benchmark 25.18 3.98 13.80 8.65 20.77 24.19 41.93 13.16 4.41 8.81
Quartile Ranking 1 1 1 4 - - - - - -

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