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Sun Life Mfs Us Equity F (0P0000JPZV)

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151.095 +0.336    +0.22%
29/07 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 848.93M
Sun Life MFS US Equity F 151.095 +0.336 +0.22%

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 0.330 0.330 0.000
Shares 99.590 99.590 0.000
Other 0.080 0.080 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 22.244 21.694
Price to Book 4.380 4.322
Price to Sales 3.398 2.756
Price to Cash Flow 14.899 13.814
Dividend Yield 1.456 1.508
5 Years Earnings Growth 8.687 10.167

Sector Allocation

Name  Net % Category Average
Technology 29.440 26.065
Financial Services 17.540 17.475
Industrials 11.980 8.341
Healthcare 11.440 13.071
Communication Services 7.360 9.365
Consumer Cyclical 7.000 10.838
Consumer Defensive 6.400 6.948
Utilities 3.430 3.333
Energy 2.630 3.682
Real Estate 1.600 2.204
Basic Materials 1.180 2.763

Region Allocation

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

Top Holdings

Number of long holdings: 68

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Microsoft US5949181045 8.82 512.57 +0.01%
  Amazon.com US0231351067 5.17 231.01 -0.76%
  NVIDIA US67066G1040 5.00 175.51 -0.70%
  Alphabet A US02079K3059 3.85 195.75 +1.65%
  Apple US0378331005 3.58 211.27 -1.30%
  Meta Platforms US30303M1027 3.48 700.00 -2.46%
  JPMorgan US46625H1005 2.67 297.04 -0.42%
  Visa A US92826C8394 2.50 351.29 -1.18%
  Mastercard US57636Q1040 2.16 563.32 -0.87%
  Salesforce Inc US79466L3024 2.02 267.39 -1.06%

Top Equity Funds by SLGI Asset Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sun Life MFS Global Growth D 2.14B -1.64 13.40 10.81
  Sun Life MFS Global Growth F 2.14B -1.38 14.03 11.29
  Sun Life MFS Intl Value A T5 2.06B 12.33 15.95 7.33
  Sun Life MFS Intl Value A T8 2.06B 12.31 15.91 7.32
  Sun Life MFS International Value A 2.06B 12.34 15.97 7.35
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