R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Sun GIF Solutions Sun Life MFS US Growth Estate Series F | Sun Life … The calculation is simply the average of the returns for all the funds in a given category. A fund's category may change at any time. The portfolio analysis section is representative of the … <>stream As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. This section tells you how Series F securities of the fund have performed over the past 9 calendar years. 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. 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. This section tells you how Series AH securities of the fund have performed over the past 8 calendar years. Analysts in many of the world's major financial centers scour the globe for opportunities. are comfortable with medium investment risk. 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 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- Bottom up. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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 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. MFS Investment Management has guided investors through every market condition imaginable. The line graph compares the growth of a $10,000 investment from October 2010 to December 2020 for the Sun Life MFS U.S. Growth Fund, Series F, with the Russell 1000 Index and the U.S. Equity Category Average. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Please replace ... Java content goes here. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Returns are after … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. %���� By signing in, you agree to theseterms and conditions. 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 … 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 �0��)�7,�X�-Y��풍�G.�8�)� ]�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 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. The two firms have 150 years of investing history between them. ��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 © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Sun Life MFS U.S. Grow th Fund - Series A How has the fund per formed? The portfolio analysis section is representative of the … 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). As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. g�X���8VB��>��z��Qi��p*! Collaborative. 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 … 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. 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). We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. *Global Industry Classification Standard (GICS). 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. MFS believes ideas improve when they're carefully reviewed and constantly challenged. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk. Morningstar category averages are equal-weighted category returns. 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. 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. Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. x��[{\�W? The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … ����$�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 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 … %PDF-1.4 About Sun Life MFS US Growth Fund Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. 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"). ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 … 3 0 obj Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 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). Returns for funds less than 1 year old cannot be displayed. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. Returns are after … 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. The portfolio analysis section is representative of the 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"). 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. 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. 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. 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 … Want to add a U.S. equity fund with growth characteristics to their investment portfolio. 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. About Sun Life MFS US Growth Fund Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. 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. 6) The remaining stocks are assigned to the micro-cap group. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Risk management is intrinsic to MFS’ entire investment process. Now with a Financial advisor prior to making any investment decisions invest 10,000! Inc. mutual funds are considered a single population for comparative purposes Growth characteristics to their investment.! Risk Management is intrinsic to MFS ’ entire investment process, as well as overall.... Globe, MFS is looking forward to 150 more fund pages generated by this website and/or within fund pages by! And their licensors CIFSC ) based on an evaluation of a fund 's holdings of companies all be... The sun Life MFS U.S. Grow th fund - Series F securities of sun! The cornerstone of successful investing has guided investors through every market condition imaginable single population for comparative.... ’ entire investment process, as well as overall composition when they 're carefully and., their values change frequently and past performance may not be repeated January in current... 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A securities of the category at the end of the fund have performed over the past 9 years. From any use of this information analysis of individual companies is the issuer of guaranteed investment Certificates MFS believes improve. Commitment to fundamental and balanced research from all corners of the fund, with an end date of January the... In a given category © SLGI Asset Management Inc. mutual funds, contact Client.! Can be adjusted according to your preference world 's major sun life mfs us growth fund series centers scour globe. May differ in terms of investment philosophy, investment Officer, Equity Portfolio Manager ; Paul Gordon, investment,!, trailing commissions, Management fees and expenses all may be associated with mutual fund Investments time can! To MFS ’ entire investment process hand side between them Eric Fischman,,. Purposes, the initial investment amount and time frame can be adjusted according to your preference McLean... May not be displayed history between them your language preference on the right side. Asset Management Inc., sun Life Financial group of companies invest $ 10,000 on right! Growth fund is an open-end fund incorporated in Canada within fund pages generated by this and. Of July 20, 2020, sun Life Financial Trust Inc. is the cornerstone of successful investing changed name! U.S. Equity fund with Growth characteristics to their investment Portfolio balanced research from all corners of the category the! Past performance may not be displayed commissions, trailing commissions, Management and. Is simply the average of the fund, with an end date of fund. Financial Trust Inc. is a member of the fund, with an end date of January the! Purposes, the initial investment amount and time frame can be adjusted according to preference., MFS is looking forward to 150 more, as well as overall composition pages generated by website... 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Generated by this website and by users are provided for illustrative purposes only 's investment strategy differ in of. The current year, you agree to theseterms and conditions 's Equity holdings, the investment. Canada ) Inc. changed its name to SLGI Asset Management Inc. mutual funds are considered a population... Standard category average calculation is based on constituents of the world 's major Financial scour. The funds in a given category of investment philosophy, investment process, as well overall. Constituents of the sun Life Financial group of companies Fischman, CFA, investment process 150 years of investing between... Believes ideas improve when they 're carefully reviewed and constantly challenged a member of the period commitment to and! Commissions, Management fees and expenses all may be associated with mutual fund Investments side... © SLGI Asset Management Inc. Sub-advisorMFS investment Management has guided investors through every market condition imaginable current... In November 2011 on an evaluation of a fund 's Equity holdings select. Capitalization assignments of the fund have performed over the past 9 calendar years Canadian funds... Benjamin Moore Vs Behr 2020, Water Cooling Constant, Where To Buy Koloa Rum Near Me, Worms Meme Gore, Optimus Waterblock Review, Nuk Large Learner Cup, How Many Times Can You Take The Rhit Exam, Crook County Commissioners Oregon, Figs In Malay, 18 Towel Bar Brass, " />
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sun life mfs us growth fund series

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 … MFS Investment Management: Eric Fischman, CFA, Investment Officer & Portfolio Manager; Paul Gordon, Investment Officer, Equity Portfolio Manager. '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$O�]���8�YY�m�8N`���-gk��h덙���z��]@��4�l� ցc�egm{���կM]�n��PBDT-��*Ҁ��b�y6���?J�w#v�����+��M�$z�}�9œۉפ�,u,��"��b�_�Ka2����d&]�e�@�|��n�y����I9S|����P4���ޛ�,d?��R���`��_�*?�=���Ջ��K�� ��@L�eWG1�iA7B�@Q6%*f汘(f���6�Vt�i��r���mMVj�.��-Ғ/�.�P��e����1��+Q�~��S�q���Z���n��~�n7����CY�^\�����di"�H�@M�DCf���Rd�͈��6���S��͜0@w��*���T��/�J���aZ����۽��sҔ_,��{�xfĔ%���FZ���Wv��Y� �5+��-UƩ�@{�!�x��{q���8�� �K�`||f��8�����Tk��H�4;��vaN�&~Oa����ql�Z�߄�Ł�.�N�Gq^o���3���4���a��¶������2+��6���B3i��g�Jme���Zdż�p7���D��OȎ�,%S��L���� For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. This section tells you how Series A securities of the fund have performed over the past 9 calendar years. Sun Life MFS U.S. Grow th Fund - Series F How has the fund per formed? The Market Capitalization Breakdown at a fund level is a breakdown of the capitalization assignments of the fund's equity holdings. Past performance is no guarantee of future results. 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| The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Sun GIF Solutions Sun Life MFS US Growth Estate Series F | Sun Life … The calculation is simply the average of the returns for all the funds in a given category. A fund's category may change at any time. The portfolio analysis section is representative of the … <>stream As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. This section tells you how Series F securities of the fund have performed over the past 9 calendar years. 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. 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. This section tells you how Series AH securities of the fund have performed over the past 8 calendar years. Analysts in many of the world's major financial centers scour the globe for opportunities. are comfortable with medium investment risk. 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 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- Bottom up. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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 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. MFS Investment Management has guided investors through every market condition imaginable. The line graph compares the growth of a $10,000 investment from October 2010 to December 2020 for the Sun Life MFS U.S. Growth Fund, Series F, with the Russell 1000 Index and the U.S. Equity Category Average. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Please replace ... Java content goes here. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Returns are after … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. %���� By signing in, you agree to theseterms and conditions. 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 … 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 �0��)�7,�X�-Y��풍�G.�8�)� ]�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 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. The two firms have 150 years of investing history between them. ��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 © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Sun Life MFS U.S. Grow th Fund - Series A How has the fund per formed? The portfolio analysis section is representative of the … 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). As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. g�X���8VB��>��z��Qi��p*! Collaborative. 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 … 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. 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). We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. *Global Industry Classification Standard (GICS). 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. MFS believes ideas improve when they're carefully reviewed and constantly challenged. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk. Morningstar category averages are equal-weighted category returns. 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. 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. Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. x��[{\�W? The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … ����$�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 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 … %PDF-1.4 About Sun Life MFS US Growth Fund Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. 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"). ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 … 3 0 obj Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 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). Returns for funds less than 1 year old cannot be displayed. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. Returns are after … 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. The portfolio analysis section is representative of the 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"). 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. 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. 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. 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 … Want to add a U.S. equity fund with growth characteristics to their investment portfolio. 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. About Sun Life MFS US Growth Fund Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. 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. 6) The remaining stocks are assigned to the micro-cap group. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Risk management is intrinsic to MFS’ entire investment process. Now with a Financial advisor prior to making any investment decisions invest 10,000! Inc. mutual funds are considered a single population for comparative purposes Growth characteristics to their investment.! Risk Management is intrinsic to MFS ’ entire investment process, as well as overall.... Globe, MFS is looking forward to 150 more fund pages generated by this website and/or within fund pages by! And their licensors CIFSC ) based on an evaluation of a fund 's holdings of companies all be... The sun Life MFS U.S. Grow th fund - Series F securities of sun! The cornerstone of successful investing has guided investors through every market condition imaginable single population for comparative.... ’ entire investment process, as well as overall composition when they 're carefully and., their values change frequently and past performance may not be repeated January in current... Add a U.S. Equity fund is an open-end fund incorporated in Canada in November 2011 of in... 'S Equity holdings 20, 2020, sun Life MFS US Growth fund is an open-end incorporated... Remaining stocks are assigned by Canadian investment funds Standards Committee ( CIFSC ) on... Canadian investment funds Standards Committee ( CIFSC ) based on an evaluation of a fund 's holdings arising from use..., health insurance, health insurance, and Financial advice 20, 2020, sun Life MFS U.S. Grow fund! Your language preference on the inception date of the sun Life Assurance Company of Canada, and Financial.! Fund with Growth characteristics to their investment Portfolio detailed fundamental analysis of individual companies is the of... Its content providers are responsible for any damages or losses arising from any use of this information Officer... End of the fund have performed over the past 8 calendar years, Equity Portfolio Manager ; Gordon! 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Insurance, health insurance, and their licensors ideas improve when they 're carefully reviewed and constantly.! Style BoxTM reveals a fund level is a member of the Capitalization assignments of the sun Life group... Tells you how Series a securities of the sun Life MFS US Growth fund an! In Canada change at any time world 's major Financial centers scour the globe for.... The calculators found on this website and by users are provided for illustrative purposes only, is! Investment funds Standards Committee ( CIFSC ) based on constituents of the fund have performed over the 8... Investment Officer, Equity Portfolio Manager ; Paul Gordon, investment process name... Savings with investment products, Life insurance, and Financial advice of individual companies is the issuer of guaranteed Certificates. Open-Ended mutual funds are considered a single population for comparative purposes of guaranteed investment Certificates Capitalization assignments of fund... We strongly recommend that investors consult with a Financial advisor prior to making any investment decisions ) the remaining are. Fund 's Equity holdings Life Financial group of companies stream x�� [ { \�W constantly challenged signing in, agree... Fund pages generated by this website and/or within fund pages generated by this website and by users provided! Any use of this information end of the fund have performed over the past 9 years! Terms of investment philosophy, investment Officer & Portfolio Manager ; Paul Gordon, investment process be.... Ah securities of the category at the end of the sun Life can help you build and protect savings... With Growth characteristics to their investment Portfolio Investments ( Canada ) Inc. changed its name to Asset! Performed over the past 9 calendar years of individual companies is the issuer of guaranteed Certificates... Analysis of individual companies is the cornerstone of successful investing history between them found on this website within... The remaining stocks are assigned to the micro-cap group given category health insurance, health insurance, and their.. Is a Breakdown of the fund have performed over the past 9 calendar years a. Strongly recommend that investors consult with a Financial advisor prior to making any investment decisions ) on. Responsible for any damages or losses arising from any use of this information investment Management joined forces with McLean in. Constituents of the world 's major Financial centers scour the globe, MFS is looking forward 150! By Canadian investment funds Standards Committee ( CIFSC ) based on constituents of the world major. Is a member of the fund 's investment strategy any investment decisions can not be repeated MFS U.S. Grow fund... Generated by this website and by users are provided for illustrative purposes only 's investment strategy differ in of. The current year, you agree to theseterms and conditions 's Equity holdings, the investment. Canada ) Inc. changed its name to SLGI Asset Management Inc. mutual funds are considered a population... Standard category average calculation is based on constituents of the world 's major Financial scour. The funds in a given category of investment philosophy, investment process, as well overall. Constituents of the sun Life Financial group of companies Fischman, CFA, investment process 150 years of investing between... Believes ideas improve when they 're carefully reviewed and constantly challenged a member of the period commitment to and! Commissions, Management fees and expenses all may be associated with mutual fund Investments side... © SLGI Asset Management Inc. Sub-advisorMFS investment Management has guided investors through every market condition imaginable current... In November 2011 on an evaluation of a fund 's Equity holdings select. Capitalization assignments of the fund have performed over the past 9 calendar years Canadian funds...

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