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Sunwise Essential 2 Sun Life Mfs Mclean Budden U.s. Growth Segregated Bundle Income Class (0P0000Y2VQ)

Toronto

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40.411 -0.399 -0.98%

29/08 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 7.33M

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0P0000Y2VQ Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Sun Life MFS McLean Budden U.S (0P0000Y2VQ) 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	2.080	2.260	0.180
Shares	70.550	70.550	0.000
Bonds	27.000	27.030	0.030
Convertible	0.070	0.070	0.000
Preferred	0.010	0.010	0.000
Other	0.290	0.290	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	32.794	18.348
Price to Book	8.708	2.964
Price to Sales	6.301	2.111
Price to Cash Flow	19.074	11.558
Dividend Yield	0.615	2.121
5 Years Earnings Growth	12.104	9.781

Sector Allocation

Name	Net %	Category Average
Technology	37.180	19.023
Communication Services	18.580	6.355
Financial Services	11.900	20.324
Consumer Cyclical	10.690	10.754
Industrials	8.640	13.262
Healthcare	6.460	9.980
Basic Materials	1.990	5.446
Consumer Defensive	1.790	7.544
Energy	1.020	6.096
Utilities	0.920	2.623
Real Estate	0.820	2.818

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	-	70.99	-	-
	Sun Life Multi-Strategy Bond I	-	28.76	-	-

Top Equity Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
CI Black Creek Global Leaders F CAD	4.85B	1.35	9.92	8.98
CI Black Creek Global Leaders D	4.85B	0.95	9.15	8.22
CI Signature Select Canadian Class	2.8B	10.41	14.63	9.85
CI Cambridge Canadian Dividend F	1.73B	8.61	11.50	9.90
CI Cambridge Canadian Div E CAD	1.73B	7.99	10.39	8.81

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