Sun Life MFS US Equity D

 (MUTF_CA:MBU003)   Watch this mutual fund  
Find more results for MUTF_CA:MBL100

Performance

Trailing returns

1 day
   
-0.43%  
1 week
   
-3.42%  
4 week
   
-2.18%  
3 month   +6.49%
   
YTD   +7.87%
   
1 year   +23.19%
   
3 years*   +22.96%
   
5 years*   +14.99%
   
*annualized
Best 3 month return+19.12%  
Worst 3 month return-19.54%  

Morningstar statistics

Morningstar category: US Equity
  Return Risk Rating
3 years Above Average Below Average
5 years Below Average Below Average
10 years Average Below Average
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets420.31M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee1.25%  
Fund familySun Life Global Investments 

Asset allocation

Cash0.85%  
Stocks98.56%  
Bonds0.00%  
Other0.58%  

Purchase information

InitialCA$500  
AdditionalCA$100  
IRA InitialCA$500  
AIP InitialCA$100  
AIP AdditionalCA$100  
59.67-0.26(-0.43%)
Mar 26, 4:30PM EDT Overall Morningstar RatingTM

Description

The investment objective is to achieve a high rate of return through investment principally in U.S. equity securities.
Asset managers:
Edward (ted) Maloney (Started: Mar 5, 2012)
T.Kevin Beatty (Started: Mar 5, 2012)
Advisor Company:
Sun Life Global Investments
150 King St W, Four Bentall Centre
604-623-3436 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -5.55 -1.86 -4.18 -1.10
Beta* 1.09 1.01 1.03 0.95
Mean annual return 1.51 1.81 1.11 0.52
R-squared* 89.46 91.94 93.18 93.72
Standard deviation 6.12 7.40 9.17 10.89
Sharpe ratio 2.82 2.82 1.36 0.40
* Against standard index

Top 10 holdings

Security Net Assets  
JPMorgan Chase & Co (JPM) 2.86%  
Danaher Corp (DHR) 2.73%  
Visa Inc Class A (V) 2.49%  
EMC Corp (EMC) 2.20%  
Johnson & Johnson (JNJ) 2.16%  
Procter & Gamble Co (PG) 2.07%  
Wells Fargo & Co (WFC) 2.06%  
Walt Disney Co (DIS) 1.99%  
American Tower Corp (AMT) 1.88%  
American Express Co (AXP) 1.85%