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
   
-0.24%  
1 week
   
-1.58%  
4 week   +0.96%
   
3 month   +3.84%
   
YTD   +5.65%
   
1 year   +17.89%
   
3 years*   +13.73%
   
5 years*   +17.80%
   
*annualized
Best 3 month return+15.56%  
Worst 3 month return-19.54%  

Morningstar statistics

Morningstar category: US Equity
  Return Risk Rating
3 years Average Below Average
5 years Above 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 assets443.59M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee1.25%  
Fund familySun Life Global Investments 

Asset allocation

Cash0.97%  
Stocks98.54%  
Bonds0.00%  
Other0.48%  

Purchase information

InitialCA$0  
AdditionalCA$100  
AIP InitialCA$100  
AIP AdditionalCA$100  
72.18-0.17(-0.24%)
Mar 22, 8:00PM 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: Apr 1, 2012)
T. Kevin Beatty (Started: Mar 5, 2012)
Advisor Company:
Sun Life Global Investments (Canada) Inc
150 King St W, Four Bentall Centre
604-623-3436 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -4.09 -2.66 -1.76 -1.54
Beta* 1.01 0.98 0.98 0.95
Mean annual return 0.42 1.18 1.45 0.59
R-squared* 93.50 93.56 93.41 94.10
Standard deviation 11.46 10.51 9.59 11.52
Sharpe ratio 0.40 1.28 1.74 0.49
* Against standard index

Top 10 holdings

Security Net Assets  
JPMorgan Chase & Co (JPM) 3.47%  
Visa Inc Class A (V) 3.08%  
Bank of America Corporation (BAC) 2.70%  
Alphabet Inc A (GOOGL) 2.70%  
Thermo Fisher Scientific Inc (TMO) 2.59%  
American Tower Corp (AMT) 2.51%  
Broadcom Ltd (AVGO) 2.23%  
Danaher Corp (DHR) 2.16%  
Schlumberger Ltd (SLB) 2.15%  
Alphabet Inc C (GOOG) 2.10%