'�� @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���� 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. Sun Life MFS Global Grow th Fund - Series A July 21, 2020 This document contains key information you should know about Sun Life MFS Global Growth Fund - Series A. Morningstar category averages are equal-weighted category returns. Bottom up. This section tells you how Series A securities of the fund have performed over the past 9 calendar years. 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 … Returns are after … 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 Fund seeks long-term capital growth. The Market Capitalization Breakdown at a fund level is a breakdown of the capitalization assignments of the fund's equity holdings. It shows the biggest growth over 10 years for the Sun Life MFS U.S. Growth Fund, Series … 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. 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"). The calculation is simply the average of the returns for all the funds in a given category. 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 calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. Analysts in many of the world's major financial centers scour the globe for opportunities. x��[{\�W? 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 F securities of the fund have performed over the past 9 calendar years. Please select your language preference on the right hand side. %���� are comfortable with medium investment risk. 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. You can find more details in the … Want to add a U.S. equity fund with growth characteristics to their investment portfolio. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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 … �0��)�7,�X�-Y��풍�G.�8�)� As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. � Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. ]�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 3 0 obj For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. 6) The remaining stocks are assigned to the micro-cap group. 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. 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| 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 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. About Sun Life MFS US Growth Fund Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. Past performance is no guarantee of future results. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 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. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. The portfolio analysis section is representative of the … MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. Address 1 York Street, Toronto, ON … All rights reserved. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 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�� The Fund aims for long-term capital growth by investing primarily in companies domiciled in the United States or whose primary stock exchange listing is in the United States… Sun Life MFS U.S. Grow th Fund - Series F How has the fund per formed? For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Returns are after … 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. 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 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"). 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. By signing in, you agree to theseterms and conditions. The portfolio analysis section is representative of the … It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Risk managed. Returns are after … ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. 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. 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. 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. Please replace ... Java content goes here. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. Risk management is intrinsic to MFS’ entire investment process. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. ����$�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 Sun Life MFS U.S. Grow th Fund - Series AH How has the fund per formed? 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 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. Refer to Simplified Prospectus for more detail. 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