Sun Life MFS International Value F (SUN404) ... Sun Life MFS Intl … Annual rate (as a % of the series value) The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. SunWise Ess Sun Life MFS Int'l Value Seg Fd Inv Cl Growth of $10,000 (As of September 30, 2020) Sun Life MFS Global Value Fund is an open-end fund incorporated in Canada. Pablo de la Mata, CFA, Investment Officer and Portfolio Manager. Please select your language preference on the right hand side. Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. Detailed price information for Swess Sun Life MFS Int'l Value Seg Fd Inv Cl - D (CADFUNDS: CIG12290.CF) from The Globe and Mail including charting and trades Morningstar category averages are equal-weighted category returns. 6) The remaining stocks are assigned to the micro-cap group. In depth view into SUN404 (Sun Life MFS International Value F) including performance, dividend history, holdings and portfolio stats. Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Sun Life MFS International Growth Class - Series A 2. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. This equals approximately $1 for every $1,000 … As of December 31, 2019, the series' expenses were 2.38% of its value. Current value of a $10,000 investment Initial investment amount: $ Compare with … Refer to Simplified Prospectus for more detail. are comfortable with medium investment risk. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. The point in which half the funds had better performance and half had worse performance is the median. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Detailed price information for Swess Sun Life MFS Int'l Value Seg Bdl Est - FE (CADFUNDS: CIG12494.CF) from The Globe and Mail including charting and trades It will take some time to update our websites, materials and forms and until that is … No pricing data is available for this time frame, Junk Sales Set to Break January Record: U.S. Credit Week Ahead, Hedge Funds Beef Up Tech Holdings Before Apple, Amazon Earnings, Kuaishou Draws BlackRock, Abu Dhabi to $6 Billion IPO, KKR-Owned Vitamin-Maker Bountiful Prepares for 2021 IPO, Vanguard Folds Active Fund Into $97 Billion Value Index Tracker, Singer Says Long-Term Bonds Are a ‘Senseless’ Speculative Trade, One of Canada’s Largest Pensions Vows Net Zero Emissions by 2050, Citadel Securities Reaps Record $6.7 Billion on Volatility, Biggest Crypto Fund’s 40% Premium Evaporates During Meltdown, A Quant Hedge Fund Has Decided to Back Some Human Stock Pickers, ETFs Aren’t Just for Indexes Now That Active Sees the Light, No One Knows If the Market Is Too High—But Your Emotions Probably Are, ‘Solarcoaster’ Propels Small Toronto Hedge Fund to 116% Gain, Greenlight Calls Owning Tesla Stock a Fad Amid ‘Silly’ Surge, Day-Trader Frenzy for Trendy Stocks Is Defying Decades of Losses, 'Bloomberg Real Yield': Fragmented Vaccination Rollout, SUN Life Global Investments Canada Risk managed. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Bottom up. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Sun Life MFS International Value Fund | Series F Current value of a $10,000 investment Time frame: Start Sep 2011 End Dec 2020 $32,333 The calculator generates an approximate rate of return using … SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Sun Life MFS International Value Fund is an open-end fund incorporated in Canada. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. See MINIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Sun GIF Solutions Sun Life MFS Intl Growth Investment Series F Investment Series F-Class $15.2799 Net asset value per security (NAVPS) as of October 05, 2020 $0.1533 | 1.01% Benchmark MSCI EAFE C$ … Sun Life MFS International Value A (SUN104) 26.94 -0.05 ( -0.19% ) CAD | Jan 14 Quote A distribution may be applicable for this fund. Sun Life MFS International Value Fund - Series I 2. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value … 2) The stock that causes cumulative capitalization to equal or exceed 40% of the style zone's total cap is the final one assigned to the giant-cap group. The Fund's objective is to seek capital appreciation. About Sun Life MFS International Value Fund. Touch device users, explore by touch or with swipe gestures. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Chief Sealth Int'l HS. *Global Industry Classification Standard (GICS). Capitalization assignments are determined as follows: 1) For all stocks in a style zone, the market cap of each stock is converted into a common currency. The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. By signing in, you agree to these terms and conditions. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Sun Life MFS U.S. Growth Fund Series A Additional series available $47.2624 CAD Net asset value … 150 King St West The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. This document contains key information you should know about Sun Life MFS U.S. Value Fund - Series A. Underlying fund 'Sun Life MFS Intl Growth Fund' performance is displayed for a time frame prior to May 04, 2015 CURRENT VALUE OF A $10,000 INVESTMENT Sun GIF Sol Inv MFS Int'l Growth - $10,910 If 100 funds are being compared, there would be four quartiles of twenty-five funds each. The Market Capitalization Breakdown at a fund level is a breakdown of the capitalization assignments of the fund's equity holdings. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Sun Life MFS International Value Fund Series A Additional series available $26.7298 CAD Net asset value per security (NAVPS) as of January 21, … For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. A fund's category may change at any time. Intrinsic Value: The stocks of companies that MFS believes are undervalued compared to their intrinsic value can continue to be undervalued for long periods of time, may not realize their expected value, and can be … Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Underlying fund 'Sun Life MFS International Value Fund' performance is displayed for a time frame prior to May 04, 2015. Kim Dinh. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. This document contains key information you should know about Sun Life MFS International Value Fund - Series A. The Fund's objective is to seek capital appreciation. Canada. They affect you because they reduce the fund's returns. Please read the prospectus before investing. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Morningstar Market Capitalization Breakdown Stocks are first divided into seven style zones based on their country of domicile: United States, Latin America, Canada, Europe, Japan, Asia ex-Japan, and Australia/New Zealand. Detailed price information for Sun Life MFS International Value Fund A - DSC (CADFUNDS: SUN204.CF) from The Globe and Mail including charting and trades MFS International Intrinsic Value R3 MINGX Morningstar Analyst Rating Analyst rating as of Feb 3, 2020. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions MFS... With Value characteristics the period objectives for comparison purposes and ranks them on a historical basis associated with mutual Investments... Your language preference on the calculation of Morningstar star ratings or quartile rankings, please www.morningstar.ca... Similar investment objectives for comparison purposes and ranks them on a historical basis category at the end of returns! Its Value change at any time and expenses all may be associated with fund! Companies is the issuer of guaranteed investment Certificates these rankings are broken into quarters or quartiles n't! 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