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Sun Life Mfs Us Equity F (0P0000JPZV)

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154.530 +0.230    +0.15%
13/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  Sun Life Global Investments (Canada) Inc
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 854.99M
Sun Life MFS US Equity F 154.530 +0.230 +0.15%

0P0000JPZV Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sun Life MFS US Equity F (0P0000JPZV) fund. Our Sun Life MFS US Equity F portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 0.630 0.630 0.000
Stocks 99.240 99.240 0.000
Other 0.130 0.130 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 22.630 21.389
Price to Book 3.895 4.350
Price to Sales 3.503 2.752
Price to Cash Flow 15.916 14.438
Dividend Yield 1.447 1.467
5 Years Earnings Growth 14.325 12.416

Sector Allocation

Name  Net % Category Average
Technology 30.060 25.934
Financial Services 15.610 16.056
Healthcare 12.970 14.061
Industrials 9.000 9.223
Consumer Defensive 8.140 6.681
Communication Services 6.590 8.728
Consumer Cyclical 6.290 10.630
Energy 3.670 4.005
Basic Materials 3.050 2.876
Utilities 2.680 3.154
Real Estate 1.920 2.207

Region Allocation

  • North America
  • Europe Developed
  • Africa & Middle East
  • Developed Markets

Top Holdings

Number of long holdings: 67

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Microsoft US5949181045 7.99 426.89 +0.40%
  NVIDIA US67066G1040 5.42 146.80 +0.36%
  Alphabet A US02079K3059 5.34 175.58 -1.84%
  Apple US0378331005 4.17 228.22 +1.38%
  Amazon.com US0231351067 3.97 211.48 -1.22%
  JPMorgan US46625H1005 3.00 241.87 +0.29%
  ConocoPhillips US20825C1045 2.28 112.92 +0.98%
  Visa A US92826C8394 2.23 308.30 -0.38%
  Howmet US4432011082 2.09 113.22 -2.20%
  American Tower US03027X1000 1.90 194.77 -0.20%

Top Equity Funds by SLGI Asset Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sun Life MFS International Value A 1.94B 14.45 2.21 7.58
  Sun Life MFS International Value F 1.94B 15.58 3.41 8.82
  Sun Life MFS Intl Value A T5 1.94B 14.43 2.19 7.56
  Sun Life MFS Intl Value A T8 1.94B 14.41 2.16 7.56
  Sun Life MFS Global Growth D 1.89B 15.76 6.63 12.20
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