Sun Life MFS US Equity ORegister to Unlock Ratings |
Performance History | 31-03-2024 |
Growth of 1,000 (CAD) | Advanced Graph |
Fund | 12.4 | 26.1 | -9.9 | 16.3 | 13.7 | |
+/-Cat | -0.4 | 2.7 | 3.1 | -2.3 | 1.7 | |
+/-Idx | -6.3 | 1.4 | 3.7 | -6.7 | 0.6 | |
Category: US Equity | ||||||
Benchmarks: Morningstar US Market TR CAD |
Key Stats | ||
NAV 26-04-2024 | CAD 27.69 | |
Day Change | 1.29% | |
Morningstar Category™ | US Equity | |
ISIN | - | |
Fund Size (Mil) 28-03-2024 | CAD 790.11 | |
Share Class Size (Mil) 28-03-2024 | CAD 15.94 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: Sun Life MFS US Equity O |
The Fund aims for long-term capital growth by investing primarily in companies domiciled in the United States or whose primary stock exchange listing is in the United States. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Edward (ted) Maloney 01-04-2012 | ||
Alison O'Neill 30-09-2021 | ||
Click here to see others | ||
Inception Date 01-04-2014 |
Advertisement |
Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 TR CAD | Morningstar US Market TR CAD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Sun Life MFS US Equity O | 29-02-2024 |
|
|
Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 9.28 |
Alphabet Inc Class A | Communication Services | 4.94 |
NVIDIA Corp | Technology | 4.32 |
Apple Inc | Technology | 3.58 |
Amazon.com Inc | Consumer Cyclical | 3.24 |
Increase Decrease New since last portfolio | ||
Sun Life MFS US Equity O |