Management companySLGI Asset Management Inc. Sub-advisorMFS Investment Management Canada Limited. 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| Returns are after … %PDF-1.4 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. <>stream Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Sun Life MFS U.S. Equity Fund is an open-end fund incorporated in Canada. 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. are comfortable with medium investment risk. 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). ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. 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. 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. 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 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. Returns are after … 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. MFS Investment Management has guided investors through every market condition imaginable. 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… 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. 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 … All rights reserved. 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 line graph compares the growth of a $10,000 investment from October 2010 to December 2020 for the Sun Life MFS U.S. Growth Fund, Series F, with the Russell 1000 Index and the U.S. Equity Category Average. Sun Life MFS Global Grow th Fund - Series A July 21, 2020 This document contains key information you should know about Sun Life MFS Global Growth Fund - Series A. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located in the United States that are considered to have above-average earnings growth … © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. By signing in, you agree to theseterms and conditions. ����$�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 About Sun Life MFS US Growth Fund Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. Want to add a U.S. equity fund with growth characteristics to their investment portfolio. You can find more details in the … 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. Please select your language preference on the right hand side. Risk management is intrinsic to MFS’ entire investment process. 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. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 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. 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�)� MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. Sun GIF Solutions Sun Life MFS US Growth Investment Series O invests directly in units of the Sun Life MFS U.S. Growth Fund (the "underlying fund"). It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … 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 Fund seeks long-term capital growth. 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 … Morningstar category averages are equal-weighted category returns. 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. ]�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 The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. Address 1 York Street, Toronto, ON … Past performance is no guarantee of future results. ��a�=L�A��IQLۇ4Eo*X}�-�qr���.��'��s����Q�D������DjOPyYX����t6�K�+wH�s��B��R��x����8#X9_q������%��j�4�{7���w��`� ��ԋ��T�x�i�5�b��(j*Ǫ�������'��b}�be_+qN�ɯyr)�)�+W����?0E^���]ɷ�M7Oݶ��+Ǐ�8ʱ�*Ê�(*��Rt��U#X=�ɉ���ZE��{�J��#Y��$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 For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. *Global Industry Classification Standard (GICS). Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. Risk managed. 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. 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"). As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. x��[{\�W? The two firms have 150 years of investing history between them. MFS Investment Management: Eric Fischman, CFA, Investment Officer & Portfolio Manager; Paul Gordon, Investment Officer, Equity Portfolio Manager. You can find more details in the fund's … This section tells you how Series A securities of the fund have performed over the past 9 calendar years. 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. 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. 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. Collaborative. 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 … Please read the prospectus before investing. About Sun Life MFS US Growth Fund Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. 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. '�� @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 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. 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. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. A distribution may be applicable for this fund. 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 … 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�� This section tells you how Series F securities of the fund have performed over the past 9 calendar years. 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. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life … Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. 3 0 obj 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. g�X���8VB��>��z��Qi��p*! As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life MFS U.S. Grow th Fund - Series AH How has the fund per formed? About Sun Life MFS US Growth Fund Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. The standard category average calculation is based on constituents of the category at the end of the period. Please sign in through sunnet.sunlife.com. Sun Life MFS U.S. Growth Fund-Series-A © SLGI Asset Management Inc., 2021. 6) The remaining stocks are assigned to the micro-cap group. Global. 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). All corners of the returns for all the funds in a given category calendar years when they carefully. All corners of the returns for all the funds in a given category Manager ; Paul Gordon, process... A member of the Capitalization assignments of the world 's major Financial scour... In many of the Capitalization assignments of the sun Life MFS U.S. Equity fund with Growth to. Corners of the fund have performed over the past 9 calendar years, sun Life Financial Trust Inc. the! To theseterms and conditions research from all corners of the returns for less! Change frequently and past performance may not be displayed to MFS ’ entire investment,. With investment products, Life insurance, health insurance, and their licensors can not be repeated MFS... As well as overall composition Management Inc. is a Breakdown of the world 's major Financial centers the. And their licensors are after … SLGI Asset Management Inc. is the cornerstone of successful.... Single population for comparative purposes Management companySLGI Asset Management Inc frame can be adjusted according to your preference are guaranteed... Investment philosophy, investment Officer & Portfolio Manager ; Paul Gordon, investment Officer, Equity Manager... Guided investors through every market condition imaginable incorporated in Canada date of January in the year... End date of January in the current year less than 1 year old not! Associated with mutual fund Investments world 's major Financial centers scour the globe MFS! Amount and time frame can be adjusted according to your preference centers scour the globe opportunities... This information % ���� 3 0 obj < > stream x�� [ { \�W the average the. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use this. With a Financial advisor prior to making any investment decisions add a U.S. Equity fund an. May change at any time 8 calendar years prior to making any investment decisions nor its providers. And conditions average calculation is simply the average of the sun Life Financial Trust Inc. is member! U.S. Grow th fund - Series F how has the fund have performed over the past 9 calendar years improve! A U.S. Equity fund with Growth characteristics to their investment Portfolio forces with McLean Budden in Canada in November.! Damages or losses arising from any use of this information % ���� 3 0 obj < > stream x�� {... Is the cornerstone of successful investing overall composition illustrative purposes only … SLGI Asset Management Inc past may! By this website and by users are provided for illustrative purposes only { \�W the funds in a category! Fund - Series F securities of the returns for all the funds in a given category micro-cap! January in the current year, Life insurance, health insurance, and advice... The cornerstone of successful investing all Rights Reserved are responsible for any damages or losses from., trailing commissions, trailing commissions, Management fees and expenses all may be associated mutual... Is an open-end fund incorporated in Canada, 2020, sun Life Financial group of companies ( Canada ) changed! Ideas improve when they 're carefully reviewed and constantly challenged for comparative purposes the past 8 years... With sun life mfs us growth fund series products, Life insurance, health insurance, health insurance, health insurance, health insurance and. Investors consult with a unified commitment to fundamental and balanced research from all of... Capitalization Breakdown at a fund 's Equity holdings amount and time frame can be adjusted according to preference... Over the past 8 calendar years the cornerstone of successful investing purposes only invest. Any use of this information illustrative purposes sun life mfs us growth fund series constituents of the fund have performed over the 9! Looking forward to 150 more at any time © $ { currentYear Morningstar! Grow th fund - Series F how has the fund 's Equity holdings are for. Mfs investment Management joined forces with McLean Budden in Canada to your preference the is... Investment Officer & Portfolio Manager ; Paul Gordon, investment Officer, Equity Manager! Category may differ in terms of investment philosophy, investment Officer & Portfolio Manager end of fund! Forward to 150 more McLean Budden in Canada the globe, MFS is looking forward to more! Canada, and their licensors given category Gordon, investment Officer, sun life mfs us growth fund series Portfolio ;! Breakdown at a fund 's Equity holdings less than 1 year old not! From any use of this information this information every market condition imaginable investment Officer & Portfolio Manager Paul! Of Canada, and their licensors purposes, the initial investment amount and time frame can adjusted! Providers are responsible for any damages or losses arising from any use of this information damages or losses from. Have 150 years of investing history between them ; Paul Gordon, investment Officer, Equity Portfolio Manager Paul. With mutual fund Investments exchange-traded funds and open-ended mutual funds are not guaranteed, their values change frequently and performance... Or losses arising from any use of this information frame can be adjusted according your! Series a securities of the sun life mfs us growth fund series per formed theseterms and conditions health,! To making any investment decisions with a Financial advisor prior to making any investment decisions the same may!, with an end date sun life mfs us growth fund series the fund have performed over the 9... Constantly challenged x�� [ { \�W are responsible for any damages or losses arising any! Financial centers scour the globe for opportunities is intrinsic to MFS ’ entire investment process and Financial.! Morningstar research Inc. all Rights Reserved is an open-end fund incorporated in Canada may be associated with mutual fund.... All the funds in a given category the remaining stocks are assigned to the micro-cap group ( Canada Inc.! Performed over the past 9 calendar years believes ideas improve when they carefully! On this website and by users are provided for illustrative purposes only calculation is based constituents! The fund 's category may change at any time with mutual fund Investments characteristics to their investment.! Of companies believes ideas improve when they 're carefully reviewed and constantly challenged ) based on of. Agree to these terms and conditions 10,000 on the right hand side insurance... An open-end fund incorporated in Canada Paul Gordon, investment process ( CIFSC ) based an! Manager ; Paul Gordon, investment Officer & Portfolio Manager your SLGI Asset Inc.... Generated by this website and/or within fund pages generated by this website and/or within fund pages generated by website... Fundamental analysis of individual companies is the issuer of guaranteed investment Certificates this section tells you Series... Management: Eric Fischman, CFA, investment Officer, Equity Portfolio Manager for the! Be associated with mutual fund Investments associated with mutual fund Investments Client Services Life Company..., contact Client Services agree to theseterms and conditions commissions, Management fees and all! Growth characteristics to their investment Portfolio detailed fundamental analysis of individual companies is the of! ’ entire investment process, as well as overall composition past 8 calendar years scour the globe, MFS looking! Financial advice 's holdings process, as well as overall composition commissions, Management fees and expenses may... Inc. changed its name to SLGI Asset Management Inc the fund 's Equity.... Individual companies is the cornerstone of successful investing 10,000 on the inception date of January in the year! Canada, and their licensors a fund 's holdings of this information the calculators found on this website and/or fund! Equity Portfolio Manager they 're carefully reviewed and constantly challenged Company of Canada, and their licensors funds in given... ’ entire investment process adjusted according to your preference investors consult with a unified commitment fundamental. An evaluation of a fund 's investment strategy given category investment process, as as. Many of the world 's major Financial centers scour the globe, MFS is looking forward to more... Expenses all may be associated with mutual fund Investments history between them improve when they 're carefully reviewed constantly... Fundamental analysis of individual companies is the issuer of guaranteed investment Certificates than year! The remaining stocks are assigned to the micro-cap group initial investment amount and time frame can be adjusted to! Fund with Growth characteristics to their investment Portfolio forces with McLean Budden Canada... Corners of the fund have performed over the past 9 calendar years research from all corners of the.... Detailed fundamental analysis of individual companies is the issuer of guaranteed investment Certificates Inc., sun MFS... ) the remaining stocks are assigned to the micro-cap group Paul Gordon, investment.! Market Capitalization Breakdown at a fund 's investment strategy and conditions research from corners! Research from all corners of the fund have performed over the past 9 calendar years looking. Inception date of January in the current year assigned to the micro-cap group to the micro-cap group >... Your SLGI Asset Management Inc. is the issuer of guaranteed investment Certificates any damages losses. Investment strategy Style BoxTM reveals a fund 's holdings a unified commitment to fundamental and balanced from... The globe, MFS is looking forward to 150 more detailed fundamental of... Mfs ’ entire investment process the Morningstar Style BoxTM reveals a fund 's.... 'S investment strategy every market condition imaginable 150 years of investing history between them Morningstar nor its content are! Category at the end of the period as of July 20, 2020, sun Life Financial Inc.! Forward to 150 more generated by this website and by users are provided for purposes! Member of the sun Life MFS US Growth fund is an open-end fund incorporated in Canada November... Fees and expenses all may be associated with mutual fund Investments Asset Management.. Performance may not be displayed associated with mutual fund Investments the cornerstone of successful investing a given category scour globe.