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Sunwise Essential 2 Sun Life Mfs Mclean Budden U.s. Value Segregated Bundle Investment Class (0P0000Y2VW)

Toronto

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24.765 +0.033 +0.13%

03/07 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.79M

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0P0000Y2VW Holdings

Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Sun Life MFS McLean Budden U.S (0P0000Y2VW) 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	2.410	2.600	0.190
Shares	69.460	69.460	0.000
Bonds	27.620	27.640	0.020
Convertible	0.070	0.070	0.000
Preferred	0.020	0.020	0.000
Other	0.420	0.420	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.169	17.655
Price to Book	2.703	2.908
Price to Sales	1.466	2.061
Price to Cash Flow	10.845	11.326
Dividend Yield	2.565	2.168
5 Years Earnings Growth	9.174	9.898

Sector Allocation

Name	Net %	Category Average
Financial Services	29.790	20.562
Industrials	16.820	13.044
Healthcare	15.870	10.660
Utilities	9.570	2.650
Consumer Defensive	7.620	7.739
Technology	7.170	18.340
Energy	5.890	6.082
Consumer Cyclical	3.140	10.458
Basic Materials	2.160	5.359
Real Estate	1.970	2.897

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 3

Number of short holdings: 1

	Name	ISIN	Weight %	Last	Change %
	Sun Life MFS US Value Series I	-	70.33	-	-
	Sun Life Multi-Strategy Bond I	-	29.25	-	-

Top Equity Funds by CI Investments Inc

Name	Total Assets	YTD%	3Y%	10Y%
Sun Life MFS Global Growth D	2.14B	-3.66	10.77	10.32
Sun Life MFS Global Growth F	2.14B	-3.44	11.38	10.80
Sun Life MFS Intl Value A T5	2.06B	10.83	12.85	6.85
Sun Life MFS Intl Value A T8	2.06B	10.82	12.82	6.84
Sun Life MFS International Value A	2.06B	10.84	12.87	6.86

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