Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.140 | 9.510 | 4.370 |
Shares | 32.930 | 32.930 | 0.000 |
Bonds | 50.360 | 50.520 | 0.160 |
Convertible | 0.370 | 0.370 | 0.000 |
Preferred | 0.720 | 0.720 | 0.000 |
Other | 10.470 | 10.480 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.451 | 16.520 |
Price to Book | 2.280 | 2.385 |
Price to Sales | 1.904 | 1.715 |
Price to Cash Flow | 10.678 | 10.187 |
Dividend Yield | 2.511 | 2.550 |
5 Years Earnings Growth | 11.023 | 10.390 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.330 | 19.611 |
Technology | 18.330 | 16.734 |
Industrials | 14.790 | 12.132 |
Consumer Cyclical | 7.910 | 8.312 |
Real Estate | 6.950 | 4.060 |
Healthcare | 6.420 | 8.870 |
Utilities | 5.840 | 4.386 |
Energy | 5.620 | 8.493 |
Communication Services | 5.330 | 6.033 |
Basic Materials | 5.270 | 5.622 |
Consumer Defensive | 5.210 | 6.436 |
Number of long holdings: 32
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PH&N Bond Fund O | - | 13.77 | - | - | |
Sun Life US Core Fixed Inc I | - | 12.29 | - | - | |
Sun Life BlackRock Cdn Univ Bond | - | 10.85 | - | - | |
Sunlife Granite Tactical Completion Fd I | - | 8.49 | - | - | |
ishares S&P 500 | US4642872000 | 5.58 | 598.45 | +0.33% | |
RBC Emerging Markets Bd (CAD Hedged) O | - | 5.45 | - | - | |
Sun Life Real Assets Private Pool I | - | 4.97 | - | - | |
Sun Life BlackRock Cdn Composite Equity | - | 3.43 | - | - | |
Sun Life Wellington Oppc FxdInc PrivPl I | - | 3.21 | - | - | |
Sun Life Schroder Emerging Markets I | - | 2.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sun Life MFS Canadian Bond D | 210.79M | 3.56 | -0.46 | 1.76 | ||
Sun Life MFS Canadian Bond F | 210.79M | 3.78 | -0.21 | 1.87 | ||
Sun Life MFS Canadian Bond FX | 210.79M | 3.63 | -0.37 | 1.85 | ||
SunWise Essential 2 Sun Life MFS Mc | 271.62K | 2.30 | -1.96 | 0.24 | ||
SunWise Essential 2 Sun Life MFS Mi | 271.62K | 2.30 | -1.96 | 0.24 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review