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Sunwise Essential 2 Sun Life Mfs Mclean Budden U.s. Growth Segregated Bundle Estate Class (0P0000Y2VR)

Toronto

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39.016 +0.181 +0.47%

08/08 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 7.43M

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0P0000Y2VR Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Sun Life MFS McLean Budden U.S (0P0000Y2VR) fund. Our SunWise Essential 2 Sun Life MFS McLean Budden U.S 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	2.990	3.070	0.080
Shares	70.290	70.290	0.000
Bonds	26.070	26.090	0.020
Convertible	0.070	0.070	0.000
Preferred	0.010	0.010	0.000
Other	0.570	0.570	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	31.784	18.312
Price to Book	8.515	2.967
Price to Sales	6.284	2.111
Price to Cash Flow	18.665	11.562
Dividend Yield	0.624	2.127
5 Years Earnings Growth	10.868	9.739

Sector Allocation

Name	Net %	Category Average
Technology	36.420	18.853
Communication Services	18.720	6.288
Financial Services	12.350	20.322
Consumer Cyclical	10.860	10.780
Industrials	8.280	13.277
Healthcare	6.830	10.131
Basic Materials	2.130	5.432
Consumer Defensive	1.880	7.641
Energy	1.050	6.019
Real Estate	0.790	2.821
Utilities	0.700	2.617

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 3

Number of short holdings: 1

	Name	ISIN	Weight %	Last	Change %
	Sun Life MFS US Growth Series I	-	71.16	-	-
	Sun Life Multi-Strategy Bond I	-	27.92	-	-

Top Equity Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Black Creek Global Leaders F CAD	4.78B	1.35	9.92	8.98
CI Black Creek Global Leaders D	4.78B	0.95	9.15	8.22
CI Signature Select Canadian Class	2.77B	10.41	14.63	9.85
CI Cambridge Canadian Dividend F	1.71B	8.61	11.50	9.90
CI Cambridge Canadian Div E CAD	1.71B	7.99	10.39	8.81

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Recent Quotes

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SunWise Essential.	39.016	+0.181	+0.47%
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