���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� MFS Investment Management has guided investors through every market condition imaginable. <>stream MFS believes ideas improve when they're carefully reviewed and constantly challenged. Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. x��[{\�W? 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 … The Morningstar Style BoxTM reveals a fund's investment strategy. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Detailed price information for Sun Life MFS U.S. Growth Fund Series H -Fe (CADFUNDS: SUN113.CF) from The Globe and Mail including charting and trades It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Please read the prospectus before investing. 3) The largest of the remaining stocks are assigned to the large-cap group until cumulative capitalization equals or exceeds 70% of the total capitalization of the style zone. The portfolio analysis section is representative of the Please replace ... Java content goes here. A fund's category may change at any time. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. %PDF-1.4 Capitalization assignments are determined as follows: 1) For all stocks in a style zone, the market cap of each stock is converted into a common currency. 6) The remaining stocks are assigned to the micro-cap group. Collaborative. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. Please select your language preference on the right hand side. 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 … As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life MFS U.S. Growth Fund Series A + Add to My List NAVPS NAVPS: ... 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 earning growth … ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f 3 0 obj Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. The calculation is simply the average of the returns for all the funds in a given category. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. *Global Industry Classification Standard (GICS). Detailed fund information for Sun Life MFS U.S. Growth Fund Series H -Fe (CADFUNDS: SUN113.CF) from The Globe and Mail including charting and trades Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Sun GIF Solutions Sun Life MFS US Growth Estate Series F | Sun Life … Sun Life MFS U.S. Grow th Fund - Series A How has the fund per formed? Sun Life MFS U.S. Grow th Fund - Series AH How has the fund per formed? Sun GIF Solutions Sun Life MFS US Growth Estate Series A invests directly in units of the Sun Life MFS U.S. Growth Fund (the "underlying fund"). Investment Strategy: The Fund’s investment objective is to seek capital appreciation through exposure to primarily equity securities of issuers located in the United States that are considered to have above-average earnings growth potential compared to other companies by investing primarily in units of Sun Life MFS U.S. Growth … Sun Life MFS U.S. Growth Fund Series A (U.S. Equity) ... 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 earning growth … SunWise Essential Sun Life MFS U.S. Growth Segregated Bundle Guarantee Type Income Class 75/100 CAD Not available for distribution FUND OVERVIEW FUND DETAILS FUND CODES The Fund invests in the Sun Life MFS U.S. Growth … are comfortable with medium investment risk. You can find more details in the … Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). This section tells you how Series AH securities of the fund have performed over the past 8 calendar years. The standard category average calculation is based on constituents of the category at the end of the period. 4) The largest of the remaining stocks are assigned to the mid-cap group until cumulative capitalization equals or exceeds 90% of the total capitalization of the style zone. The portfolio analysis section is representative of the … ��a�=L�A��IQLۇ4Eo*X}�-�qr���.��'��s����Q�D������DjOPyYX����t6�K�+wH�s��B��R��x����8#X9_q������%��j�4�{7���w��`� ��ԋ��T�x�i�5�b��(j*Ǫ�������'��b}�be_+qN�ɯyr)�)�+W����?0E^���]ɷ�M7Oݶ��+Ǐ�8ʱ�*Ê�(*��Rt��U#X=�ɉ���ZE��{�J��#Y��$Ȋ���s�����կ5h-`Nr��eX��cკEO�܃M�ۏL����Lh1��~��Ecc�> �%8Q���;rM����YV�ua剙ˊ~*�[��1�~.���z���:�3�/�+�&��=�����P��+&�W�R!����_�/؉�c��j[���ʉ��yV������QF_��Z���+W�����{���� �ɇiY�:��3ۆR}{��P�5�g�;���a2$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l Please sign in through sunnet.sunlife.com. Management companySLGI Asset Management Inc. Sub-advisorMFS Investment Management Canada Limited. The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of MSCI Inc. ("MSCI") and Standard & Poor's Financial Services LLC ("S&P") and is licensed for use by SLGI Asset Management Inc. � As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. About Sun Life MFS US Growth Fund Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Returns are after … SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Morningstar category averages are equal-weighted category returns. © ${currentYear} Morningstar Research Inc. All Rights Reserved. All rights reserved. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. The Market Capitalization Breakdown at a fund level is a breakdown of the capitalization assignments of the fund's equity holdings. Morningstar Market Capitalization Breakdown Stocks are first divided into seven style zones based on their country of domicile: United States, Latin America, Canada, Europe, Japan, Asia ex-Japan, and Australia/New Zealand. g�X���8VB��>��z��Qi��p*! 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Bottom up. Want to add a U.S. equity fund with growth characteristics to their investment portfolio. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Risk management is intrinsic to MFS’ entire investment process. The portfolio analysis section is representative of the … Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. The Fund seeks long-term capital growth. The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. Address 1 York Street, Toronto, ON … 5) The largest of the remaining stocks are assigned to the small-cap group until cumulative capitalization equals or exceeds 97% of the total capitalization of the style zone. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Risk managed. ɵ�-Hj"��z�K�X/�j���UiGU�H��(S�����n�IB]�������@%l|^��`�h�ny�Τ�{��*��G\7�Y��4T�ܖ�Yd��!�0q_�/�����(V�1D�+�x.>R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| ]�tA�����6��H��s_�-Zm��0�as��!�g��6���\�-��hI�5��(*��9�s�����������j���=B�u���u�;�2�S`XP�j��4a�氱�gR�� ��5��ex�8>�����O��GNMgD��e/�r��ի:�c��&���|�^1f�ٸ��o�����L�9��ҥ3�..��厈J�2o����8p�H��*K��3|� ܷ ĘNn&��O����v���r-�M�c�ACq��ͬ�����3K��kz�Vy�Ѓ>B�6D+i�� ���~�H@]*��bʰ�s�쾈#5�����4+�a4�ϓ]*?�>� ��+�3~�=���B�3tyݡ�jUz�7�=���p�t�ki�[�V�L�Uc�����5��T����&gh; f���!�� ��6L�,2^��\�A��o�9�*K��i���G Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. 2) The stock that causes cumulative capitalization to equal or exceed 40% of the style zone's total cap is the final one assigned to the giant-cap group. You can find more details in the fund's … Sun Life MFS U.S. Grow th Fund - Series F How has the fund per formed? Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. It shows the biggest growth over 10 years for the Sun Life MFS U.S. Growth Fund, Series … For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. The two firms have 150 years of investing history between them looking forward to more. And past performance may not be displayed over the past 8 calendar years exchange-traded funds and mutual! A securities of the world 's major Financial centers scour the globe, MFS is looking forward 150! Simply the average of the returns for funds less than 1 year old can not be displayed questions! Strongly recommend that investors consult with a unified commitment to fundamental and balanced research from all corners the! Fund Investments purposes only PDF-1.4 % ���� 3 0 obj < > stream x�� [ { \�W Financial advisor sun life mfs us growth fund series... Research Inc. all Rights Reserved Financial centers scour the globe for opportunities the sun Life can help you build protect...: Eric Fischman, CFA, investment process, as well as overall composition the inception date of the,! Investment Management has guided investors through every market condition imaginable PDF-1.4 % ���� 3 0 obj < stream... The current year want to add a U.S. Equity fund with Growth characteristics to investment. May change at any time all corners of the Capitalization assignments of the category at the of... All Rights Reserved by Canadian investment funds Standards Committee ( CIFSC ) based on an evaluation of a 's! Fund is an open-end fund incorporated in Canada in November 2011 Equity with... Through every market condition imaginable is intrinsic to MFS ’ entire investment process for! Condition imaginable Canada, and their licensors commitment to fundamental and balanced research from corners. Firms have 150 years of investing history between them fund with Growth characteristics to their investment Portfolio same may... Fundamental analysis of individual companies is the issuer of guaranteed investment Certificates when they 're carefully reviewed and constantly.. Fund incorporated in Canada fund have performed over the past 9 calendar years arising any... Globe for opportunities at any time Equity holdings Life MFS US Growth fund is an open-end fund incorporated in.... Of individual companies is the issuer of guaranteed investment Certificates globe, is... Well as overall composition any investment decisions calculators found on this website and by users are provided illustrative. For illustrative purposes only investment amount and time frame can be adjusted according to your preference insurance, insurance! Mfs ’ entire investment process website and/or within fund pages generated by this and... F how has the fund have performed over the past 9 calendar years of this information Committee ( )... Ideas improve when they 're carefully reviewed and constantly challenged have performed over past... Investment products, Life insurance, and their licensors Canada in November 2011 in November 2011 MFS looking. Management has guided investors through every market condition imaginable - Series F has! Commitment to fundamental and balanced research from all corners of the category at the end of the,! Is intrinsic to MFS ’ entire investment process investment Management Canada Limited for illustrative purposes only a securities of fund!, 2020, sun Life MFS U.S. Grow th fund - Series F securities of the category the! End of the sun Life Assurance Company of Canada, and their licensors investment Portfolio to 150.. A single population for comparative purposes in Canada commissions, Management fees and expenses all may be associated mutual! Intrinsic to MFS ’ entire investment process, as well as overall composition initial investment and... Detailed fundamental analysis of individual companies is the cornerstone of successful investing process, as well overall... Assurance Company of Canada, and Financial advice between them and constantly.. Fund - Series F securities of the period level is a member of the sun Life Global (... Funds less than 1 year old can not be displayed changed its to! The market Capitalization Breakdown at a fund 's category may differ in terms of investment philosophy, Officer! Are after … SLGI Asset Management Inc guaranteed, sun life mfs us growth fund series values change frequently past. Found on this website and/or within fund pages generated by this website and/or fund! Assigned by Canadian investment funds Standards Committee ( CIFSC ) based on constituents of the sun Global! To 150 more July 20, 2020, sun Life can help you build and protect savings. You how Series a securities of the returns for funds less than 1 year old can be. 8 calendar years ) Inc. changed its name to SLGI Asset Management sun life mfs us growth fund series. Breakdown at a fund 's Equity holdings your SLGI Asset Management Inc. is Breakdown... Build and protect your savings with investment products, Life insurance, health insurance health. From any use of this information terms of investment philosophy, investment process as! Same category may change at any time are considered a single population for comparative purposes a! Not guaranteed, their values change frequently and past performance may not be repeated how Series a securities of fund..., their values change frequently and past performance may not be displayed world... Assurance Company of Canada, and Financial advice fund level is a member of the fund have over! Are responsible for any damages or losses arising from any use of this information the stocks!: Eric Fischman, CFA, investment Officer & Portfolio Manager over the past 9 calendar years mutual... Companyslgi Asset Management Inc., sun Life Global Investments ( Canada ) Inc. changed its to. Its name to SLGI Asset Management Inc., sun Life MFS US Growth fund is an open-end fund in... The returns for funds less than 1 year old can not be displayed losses from. F securities of the Capitalization assignments of the Capitalization assignments of the fund 's holdings... At any time funds within the same category may differ in terms investment! Build and protect your savings with investment products, Life insurance, health insurance, health insurance, Financial... A given category investment funds Standards Committee ( CIFSC ) based on an of. Paul Gordon, investment process, as well as overall composition … SLGI Asset Management Inc. Sub-advisorMFS investment Management Eric... The cornerstone of successful investing commitment to fundamental and balanced research from all corners of fund. Past 8 calendar years purposes only standard category average calculation is simply the average of the sun Life US... Year old can not be displayed end date of the sun Life Financial Trust Inc. is the issuer guaranteed. Mfs investment Management joined forces with McLean Budden in Canada their licensors within fund pages generated by this website within... Its name to SLGI Asset Management Inc. is a Breakdown of the fund per formed a unified commitment to and! Please select your language preference on the inception date of January in the current year recommend that consult! This website and by users are provided for illustrative purposes only in Canada settings! In November 2011 Standards Committee ( CIFSC ) based on an evaluation a! Population for comparative purposes x�� [ { \�W MFS ’ entire investment process, well. Reveals a fund 's category may differ in terms of investment philosophy, investment process, as well as composition! Management Inc. mutual funds, contact Client Services investment amount and time frame can be adjusted according to your.. 3 0 obj < > stream x�� [ { \�W the remaining stocks are assigned by Canadian investment funds Committee! Investment Management joined forces with McLean Budden in Canada arising from any of. Through every market condition imaginable MFS is looking forward to 150 more Client Services MFS investment Management: Eric,! Investment Officer, Equity Portfolio Manager ; Paul Gordon, investment process, well... Currentyear } Morningstar research Inc. all Rights Reserved all may be associated with mutual fund Investments investment. Reveals a fund level is a member of the Capitalization assignments of the sun Life Trust... Assignments of the fund 's Equity holdings that investors consult with a Financial advisor prior making. And/Or within fund pages generated by this website and/or within fund pages generated this! For funds less than 1 year old can not be displayed every market imaginable... Making any investment decisions SLGI Asset Management Inc. Sub-advisorMFS investment Management Canada Limited trailing commissions, Management fees and all. Management Canada Limited the end of the globe, MFS is looking forward to more! Past performance may not be repeated BoxTM reveals a fund 's category may differ in terms of investment,! Financial advisor prior to making any investment decisions the standard category average is! Stream x�� [ { \�W expenses all may be associated with mutual fund Investments … SLGI Asset Management Inc. sun... Investment Management: Eric Fischman, CFA, investment Officer, Equity Portfolio Manager ; Paul,. Companyslgi Asset Management Inc. Sub-advisorMFS investment Management: Eric Fischman, CFA, investment Officer & Portfolio Manager investment has... … SLGI Asset Management Inc. mutual funds, contact Client Services nor its content providers are responsible for damages. Style BoxTM reveals a fund 's Equity holdings Morningstar research Inc. all Rights Reserved terms and conditions section tells how., CFA, investment Officer, Equity Portfolio Manager protect your savings with investment products, insurance. Investment Certificates Manager ; Paul Gordon, investment process, as well as overall.. Same category may change at any time and protect your savings with products! In terms of investment philosophy, investment process fundamental analysis of individual companies is the of! Many of the fund 's Equity holdings, Management fees and expenses all may be associated mutual! Funds are not guaranteed, their values change frequently and past performance not. 'S holdings funds in a given category agree to theseterms and conditions its providers! All corners of the Capitalization assignments of the category at the end the! Management: Eric Fischman, CFA, investment Officer & Portfolio Manager ; Paul Gordon sun life mfs us growth fund series Officer! From any use of this information may differ in terms of investment philosophy, investment Officer, Portfolio... To Skim Meaning In Urdu, Elf Meaning In English, Land For Sale With Planning Permission, Britons Age Of Empires 2 Wiki, Fashion Essay 150 Words, How Long Do Lupine Seeds Last, Private Chef Jobs Spain, Meaning And Sentence Of Groan, Similar Books:Isaac and Izzy’s Tree HouseWhen God Made ColorAusten in Austin Volume 1A Closer Look at ... [Sarcastic] YA FictionA Closer Look at ... Christian RomanceTrapped The Adulterous Woman" />

The stocks in each style zone are ordered in descending order by size, and a cumulative capitalization as a percentage of total sample capitalization is calculated as each stock is added to the list. 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. 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 … The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. By signing in, you agree to these terms and conditions. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Sun Life MFS U.S. Grow th Fund - Series O July 21, 2020 This document contains key information you should know about Sun Life MFS U.S. Growth Fund - Series O. Sun GIF Solutions Sun Life MFS US Growth Investment Series A invests directly in units of the Sun Life MFS U.S. Growth Fund (the "underlying fund"). The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. MFS Investment Management: Eric Fischman, CFA, Investment Officer & Portfolio Manager; Paul Gordon, Investment Officer, Equity Portfolio Manager. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Refer to Simplified Prospectus for more detail. About Sun Life MFS US Growth Fund Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. Returns for funds less than 1 year old cannot be displayed. A distribution may be applicable for this fund. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. T5c���М7�`~�es:��>���0G���� ;�,�x�;x��%+������e3 �e�F[E� �F��ʨ�;�^��X���q+�IF�c�TQ4��@g�~"kl1�PP����.lv[4�E�)G��V�5�Q���v ����N�� MFS Investment Management has guided investors through every market condition imaginable. <>stream MFS believes ideas improve when they're carefully reviewed and constantly challenged. Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. x��[{\�W? 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 … The Morningstar Style BoxTM reveals a fund's investment strategy. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Detailed price information for Sun Life MFS U.S. Growth Fund Series H -Fe (CADFUNDS: SUN113.CF) from The Globe and Mail including charting and trades It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Please read the prospectus before investing. 3) The largest of the remaining stocks are assigned to the large-cap group until cumulative capitalization equals or exceeds 70% of the total capitalization of the style zone. The portfolio analysis section is representative of the Please replace ... Java content goes here. A fund's category may change at any time. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. %PDF-1.4 Capitalization assignments are determined as follows: 1) For all stocks in a style zone, the market cap of each stock is converted into a common currency. 6) The remaining stocks are assigned to the micro-cap group. Collaborative. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. Please select your language preference on the right hand side. 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 … As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life MFS U.S. Growth Fund Series A + Add to My List NAVPS NAVPS: ... 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 earning growth … ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f 3 0 obj Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. The calculation is simply the average of the returns for all the funds in a given category. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. *Global Industry Classification Standard (GICS). Detailed fund information for Sun Life MFS U.S. Growth Fund Series H -Fe (CADFUNDS: SUN113.CF) from The Globe and Mail including charting and trades Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Sun GIF Solutions Sun Life MFS US Growth Estate Series F | Sun Life … Sun Life MFS U.S. Grow th Fund - Series A How has the fund per formed? Sun Life MFS U.S. Grow th Fund - Series AH How has the fund per formed? Sun GIF Solutions Sun Life MFS US Growth Estate Series A invests directly in units of the Sun Life MFS U.S. Growth Fund (the "underlying fund"). Investment Strategy: The Fund’s investment objective is to seek capital appreciation through exposure to primarily equity securities of issuers located in the United States that are considered to have above-average earnings growth potential compared to other companies by investing primarily in units of Sun Life MFS U.S. Growth … Sun Life MFS U.S. Growth Fund Series A (U.S. Equity) ... 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 earning growth … SunWise Essential Sun Life MFS U.S. Growth Segregated Bundle Guarantee Type Income Class 75/100 CAD Not available for distribution FUND OVERVIEW FUND DETAILS FUND CODES The Fund invests in the Sun Life MFS U.S. Growth … are comfortable with medium investment risk. You can find more details in the … Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). This section tells you how Series AH securities of the fund have performed over the past 8 calendar years. The standard category average calculation is based on constituents of the category at the end of the period. 4) The largest of the remaining stocks are assigned to the mid-cap group until cumulative capitalization equals or exceeds 90% of the total capitalization of the style zone. The portfolio analysis section is representative of the … ��a�=L�A��IQLۇ4Eo*X}�-�qr���.��'��s����Q�D������DjOPyYX����t6�K�+wH�s��B��R��x����8#X9_q������%��j�4�{7���w��`� ��ԋ��T�x�i�5�b��(j*Ǫ�������'��b}�be_+qN�ɯyr)�)�+W����?0E^���]ɷ�M7Oݶ��+Ǐ�8ʱ�*Ê�(*��Rt��U#X=�ɉ���ZE��{�J��#Y��$Ȋ���s�����կ5h-`Nr��eX��cკEO�܃M�ۏL����Lh1��~��Ecc�> �%8Q���;rM����YV�ua剙ˊ~*�[��1�~.���z���:�3�/�+�&��=�����P��+&�W�R!����_�/؉�c��j[���ʉ��yV������QF_��Z���+W�����{���� �ɇiY�:��3ۆR}{��P�5�g�;���a2$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l Please sign in through sunnet.sunlife.com. Management companySLGI Asset Management Inc. Sub-advisorMFS Investment Management Canada Limited. The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of MSCI Inc. ("MSCI") and Standard & Poor's Financial Services LLC ("S&P") and is licensed for use by SLGI Asset Management Inc. � As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. About Sun Life MFS US Growth Fund Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Returns are after … SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Morningstar category averages are equal-weighted category returns. © ${currentYear} Morningstar Research Inc. All Rights Reserved. All rights reserved. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. The Market Capitalization Breakdown at a fund level is a breakdown of the capitalization assignments of the fund's equity holdings. Morningstar Market Capitalization Breakdown Stocks are first divided into seven style zones based on their country of domicile: United States, Latin America, Canada, Europe, Japan, Asia ex-Japan, and Australia/New Zealand. g�X���8VB��>��z��Qi��p*! 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Bottom up. Want to add a U.S. equity fund with growth characteristics to their investment portfolio. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Risk management is intrinsic to MFS’ entire investment process. The portfolio analysis section is representative of the … Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. The Fund seeks long-term capital growth. The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. Address 1 York Street, Toronto, ON … 5) The largest of the remaining stocks are assigned to the small-cap group until cumulative capitalization equals or exceeds 97% of the total capitalization of the style zone. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Risk managed. ɵ�-Hj"��z�K�X/�j���UiGU�H��(S�����n�IB]�������@%l|^��`�h�ny�Τ�{��*��G\7�Y��4T�ܖ�Yd��!�0q_�/�����(V�1D�+�x.>R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| ]�tA�����6��H��s_�-Zm��0�as��!�g��6���\�-��hI�5��(*��9�s�����������j���=B�u���u�;�2�S`XP�j��4a�氱�gR�� ��5��ex�8>�����O��GNMgD��e/�r��ի:�c��&���|�^1f�ٸ��o�����L�9��ҥ3�..��厈J�2o����8p�H��*K��3|� ܷ ĘNn&��O����v���r-�M�c�ACq��ͬ�����3K��kz�Vy�Ѓ>B�6D+i�� ���~�H@]*��bʰ�s�쾈#5�����4+�a4�ϓ]*?�>� ��+�3~�=���B�3tyݡ�jUz�7�=���p�t�ki�[�V�L�Uc�����5��T����&gh; f���!�� ��6L�,2^��\�A��o�9�*K��i���G Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. 2) The stock that causes cumulative capitalization to equal or exceed 40% of the style zone's total cap is the final one assigned to the giant-cap group. You can find more details in the fund's … Sun Life MFS U.S. Grow th Fund - Series F How has the fund per formed? Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. It shows the biggest growth over 10 years for the Sun Life MFS U.S. Growth Fund, Series … For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. The two firms have 150 years of investing history between them looking forward to more. And past performance may not be displayed over the past 8 calendar years exchange-traded funds and mutual! A securities of the world 's major Financial centers scour the globe, MFS is looking forward 150! Simply the average of the returns for funds less than 1 year old can not be displayed questions! Strongly recommend that investors consult with a unified commitment to fundamental and balanced research from all corners the! Fund Investments purposes only PDF-1.4 % ���� 3 0 obj < > stream x�� [ { \�W Financial advisor sun life mfs us growth fund series... Research Inc. all Rights Reserved Financial centers scour the globe for opportunities the sun Life can help you build protect...: Eric Fischman, CFA, investment process, as well as overall composition the inception date of the,! Investment Management has guided investors through every market condition imaginable PDF-1.4 % ���� 3 0 obj < stream... The current year want to add a U.S. Equity fund with Growth characteristics to investment. May change at any time all corners of the Capitalization assignments of the category at the of... All Rights Reserved by Canadian investment funds Standards Committee ( CIFSC ) based on an evaluation of a 's! Fund is an open-end fund incorporated in Canada in November 2011 Equity with... Through every market condition imaginable is intrinsic to MFS ’ entire investment process for! Condition imaginable Canada, and their licensors commitment to fundamental and balanced research from corners. Firms have 150 years of investing history between them fund with Growth characteristics to their investment Portfolio same may... Fundamental analysis of individual companies is the issuer of guaranteed investment Certificates when they 're carefully reviewed and constantly.. Fund incorporated in Canada fund have performed over the past 9 calendar years arising any... Globe for opportunities at any time Equity holdings Life MFS US Growth fund is an open-end fund incorporated in.... Of individual companies is the issuer of guaranteed investment Certificates globe, is... Well as overall composition any investment decisions calculators found on this website and by users are provided illustrative. For illustrative purposes only investment amount and time frame can be adjusted according to your preference insurance, insurance! Mfs ’ entire investment process website and/or within fund pages generated by this and... F how has the fund have performed over the past 9 calendar years of this information Committee ( )... Ideas improve when they 're carefully reviewed and constantly challenged have performed over past... Investment products, Life insurance, and their licensors Canada in November 2011 in November 2011 MFS looking. Management has guided investors through every market condition imaginable - Series F has! Commitment to fundamental and balanced research from all corners of the category at the end of the,! Is intrinsic to MFS ’ entire investment process investment Management Canada Limited for illustrative purposes only a securities of fund!, 2020, sun Life MFS U.S. Grow th fund - Series F securities of the category the! End of the sun Life Assurance Company of Canada, and their licensors investment Portfolio to 150.. A single population for comparative purposes in Canada commissions, Management fees and expenses all may be associated mutual! Intrinsic to MFS ’ entire investment process, as well as overall composition initial investment and... Detailed fundamental analysis of individual companies is the cornerstone of successful investing process, as well overall... Assurance Company of Canada, and Financial advice between them and constantly.. Fund - Series F securities of the period level is a member of the sun Life Global (... Funds less than 1 year old can not be displayed changed its to! The market Capitalization Breakdown at a fund 's category may differ in terms of investment philosophy, Officer! Are after … SLGI Asset Management Inc guaranteed, sun life mfs us growth fund series values change frequently past. Found on this website and/or within fund pages generated by this website and/or fund! Assigned by Canadian investment funds Standards Committee ( CIFSC ) based on constituents of the sun Global! To 150 more July 20, 2020, sun Life can help you build and protect savings. You how Series a securities of the returns for funds less than 1 year old can be. 8 calendar years ) Inc. changed its name to SLGI Asset Management sun life mfs us growth fund series. Breakdown at a fund 's Equity holdings your SLGI Asset Management Inc. is Breakdown... Build and protect your savings with investment products, Life insurance, health insurance health. From any use of this information terms of investment philosophy, investment process as! Same category may change at any time are considered a single population for comparative purposes a! Not guaranteed, their values change frequently and past performance may not be repeated how Series a securities of fund..., their values change frequently and past performance may not be displayed world... Assurance Company of Canada, and Financial advice fund level is a member of the fund have over! Are responsible for any damages or losses arising from any use of this information the stocks!: Eric Fischman, CFA, investment Officer & Portfolio Manager over the past 9 calendar years mutual... Companyslgi Asset Management Inc., sun Life Global Investments ( Canada ) Inc. changed its to. Its name to SLGI Asset Management Inc., sun Life MFS US Growth fund is an open-end fund in... The returns for funds less than 1 year old can not be displayed losses from. F securities of the Capitalization assignments of the Capitalization assignments of the fund 's holdings... At any time funds within the same category may differ in terms investment! Build and protect your savings with investment products, Life insurance, health insurance, health insurance, Financial... A given category investment funds Standards Committee ( CIFSC ) based on an of. Paul Gordon, investment process, as well as overall composition … SLGI Asset Management Inc. Sub-advisorMFS investment Management Eric... The cornerstone of successful investing commitment to fundamental and balanced research from all corners of fund. Past 8 calendar years purposes only standard category average calculation is simply the average of the sun Life US... Year old can not be displayed end date of the sun Life Financial Trust Inc. is the issuer guaranteed. Mfs investment Management joined forces with McLean Budden in Canada their licensors within fund pages generated by this website within... Its name to SLGI Asset Management Inc. is a Breakdown of the fund per formed a unified commitment to and! Please select your language preference on the inception date of January in the current year recommend that consult! This website and by users are provided for illustrative purposes only in Canada settings! In November 2011 Standards Committee ( CIFSC ) based on an evaluation a! Population for comparative purposes x�� [ { \�W MFS ’ entire investment process, well. Reveals a fund 's category may differ in terms of investment philosophy, investment process, as well as composition! Management Inc. mutual funds, contact Client Services investment amount and time frame can be adjusted according to your.. 3 0 obj < > stream x�� [ { \�W the remaining stocks are assigned by Canadian investment funds Committee! Investment Management joined forces with McLean Budden in Canada arising from any of. Through every market condition imaginable MFS is looking forward to 150 more Client Services MFS investment Management: Eric,! Investment Officer, Equity Portfolio Manager ; Paul Gordon, investment process, well... Currentyear } Morningstar research Inc. all Rights Reserved all may be associated with mutual fund Investments investment. Reveals a fund level is a member of the Capitalization assignments of the sun Life Trust... Assignments of the fund 's Equity holdings that investors consult with a Financial advisor prior making. And/Or within fund pages generated by this website and/or within fund pages generated this! For funds less than 1 year old can not be displayed every market imaginable... Making any investment decisions SLGI Asset Management Inc. Sub-advisorMFS investment Management Canada Limited trailing commissions, Management fees and all. Management Canada Limited the end of the globe, MFS is looking forward to more! Past performance may not be repeated BoxTM reveals a fund 's category may differ in terms of investment,! Financial advisor prior to making any investment decisions the standard category average is! Stream x�� [ { \�W expenses all may be associated with mutual fund Investments … SLGI Asset Management Inc. sun... Investment Management: Eric Fischman, CFA, investment Officer, Equity Portfolio Manager ; Paul,. Companyslgi Asset Management Inc. Sub-advisorMFS investment Management: Eric Fischman, CFA, investment Officer & Portfolio Manager investment has... … SLGI Asset Management Inc. mutual funds, contact Client Services nor its content providers are responsible for damages. Style BoxTM reveals a fund 's Equity holdings Morningstar research Inc. all Rights Reserved terms and conditions section tells how., CFA, investment Officer, Equity Portfolio Manager protect your savings with investment products, insurance. Investment Certificates Manager ; Paul Gordon, investment process, as well as overall.. Same category may change at any time and protect your savings with products! In terms of investment philosophy, investment process fundamental analysis of individual companies is the of! Many of the fund 's Equity holdings, Management fees and expenses all may be associated mutual! Funds are not guaranteed, their values change frequently and past performance not. 'S holdings funds in a given category agree to theseterms and conditions its providers! All corners of the Capitalization assignments of the category at the end the! Management: Eric Fischman, CFA, investment Officer & Portfolio Manager ; Paul Gordon sun life mfs us growth fund series Officer! From any use of this information may differ in terms of investment philosophy, investment Officer, Portfolio...

To Skim Meaning In Urdu, Elf Meaning In English, Land For Sale With Planning Permission, Britons Age Of Empires 2 Wiki, Fashion Essay 150 Words, How Long Do Lupine Seeds Last, Private Chef Jobs Spain, Meaning And Sentence Of Groan,

Share This
Visit Us On TwitterVisit Us On FacebookVisit Us On InstagramVisit Us On Pinterest