Effective February 26, 2020, Sun Life MFS Canadian Equity Growth Fund will be renamed to Sun Life MFS Canadian Equity Fund to better align the name of the fund with its investment objective and strategies. Unlock our full analysis with Morningstar Premium. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. You currently DO NOT have javascript enabled, to view our site this must be enabled, read more. About Sun Life MFS Balanced Growth Fund Sun Life MFS Balanced Growth Fund is an open-end fund incorporated in Canada. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located in the United States that are considered to have above-average earnings growth potential compared to other companies. This document contains key information you should know about Sun Life MFS Global Growth Fund - Series F. You can find more details in the fund's simplified prospectus. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Investment Strategy: The Fund’s investment objective is to seek capital appreciation through exposure to primarily equity securities of issuers located anywhere in the world that are considered to have above-average earnings growth potential compared to other issuers by investing primarily in units of Sun Life MFS Global Growth Fund or its successor fund (the … Terms of Service apply. 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 estimate and (4) the current market price. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Past performance of a security may or may not be sustained in future and is no indication of future performance. Sun GIF Solutions Sun Life MFS US Growth Investment Series O invests directly in units of the Sun Life MFS U.S. Growth Fund (the "underlying fund"). It is a projection/opinion and not a statement of fact. Sun Life MFS Global Growth O (SUNO100) 22.36 +0.26 ( +1.19% ) CAD | Jan 7 See MWOFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. This site is protected by reCAPTCHA and the Google Sun Life MFS Global Grow th Fund - Series F. July 21, 2020. See MWOIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Sun Life provides insurance, retirement, and wealth-management services to individual and corporate customers in Canada, the United States, and Asia. In depth view into SUNO100 (Sun Life MFS Global Growth O) including performance, dividend history, holdings and portfolio stats. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. You currently DO NOT have javascript enabled, to view our site this must be enabled. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. This process culminates in a single-point star rating that is updated daily. Sun Life MFS Global Grow th Fund - Series A. July 21, 2020. In depth view into SUN100 (Sun Life MFS Global Growth A) including performance, dividend history, holdings and portfolio stats. Gradually, then suddenly, A minefield of mounting leverage in the market: Manager. Privacy Policy and Get our overall rating based on a fundamental assessment of the pillars below. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. It is projection/opinion and not a statement of fact. Learn How to Read a Morningstar Analyst Report. Returns for periods longer than 1 year are annualized. These quantitative rating predictions make up what we call the 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 estimate and (4) the current market price. MFS was founded in 1924. Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies, | 1-Day Return as of Jan 22, 2021, 10:58 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. The Quantitative Fair Value Estimate is calculated daily. The Fund invests … The merger was not a material change for Sun Life MFS Global Growth Fund. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Morningstar Quantitative Rating™ for funds. For this fund's shorter record since its inception, the series A of Sun Life MFS U.S. Growth has posted a 15.3% annualized gain through November 2016, while series F earned 16.6% annually. The decision to reduce fees comes at a … *Global Industry Classification Standard (GICS). Sun Life MFS McLean Budden Global Research Equity Fund merged into Sun Life MFS Global Growth Fund on November 16, 2012. Easy debt comes with bad decisions, priming pockets of the market rough unwind – it’s time to focus on fundamental strength, says Manulife... © Copyright 2020 Morningstar, Inc. All rights reserved. © Copyright 2021 Morningstar, Inc. All rights reserved. their past ratings decisions, and the data used to support those decisions. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. Click here for more on how to use these ratings. The Sun Life MFS Global Growth Class invests directly in units of the Sun Life MFS Global Growth Fund (the "underlying Trust Fund"). Effective June 1, 2020, Sun Life MFS International Growth Fund was renamed Sun Life MFS International Opportunities Fund. The Parent Pillar is our rating of MWOFX’s parent organization’s priorities and whether they’re in line with investors’ interests. 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 estimate and (4) the current market price. The portfolio analysis section is representative of the underlying Fund. USD | NAV as of Jan 22, 2021 | 1-Day Return as of Jan 22, 2021, 10:58 PM GMT+00:00. assign to the fund if an analyst covered the fund. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. The merger was not a material change for Sun Life MFS Global Growth Fund. Investments in securities are subject to market and other risks. You can find more details in the fund's simplified prospectus. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, Get MUTUAL:SUN105 mutual fund information for Sun-Life-MFS-U.S.-Growth-A, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more See the company profile for Sun Life MFS croissance mondial (0P0000XA71.TO) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and their compensation. TORONTO, July 21, 2020 /CNW/ - SLGI Asset Management Inc. ("Sun Life Global Investments") announced today changes to select mutual funds, including reduced management fees and other business-related changes.. Sun Life Global Investments is reducing the management fees on a majority of its fund series by five basis points. Past performance of a security may or may not be sustained in future and is no indication of future performance. TORONTO, May 20, 2020 /CNW/ - Sun Life Global Investments (Canada) Inc. ("Sun Life Global Investments") announced today that effective June 1, 2020, Sun Life MFS International Growth Fund and Sun Life MFS International Growth Class will be renamed.The new names will be Sun Life MFS International Opportunities Fund and Sun Life MFS International Opportunities … The Fund's objective is to seek capital appreciation. Investments in securities are subject to market and other risks. Learn about MWOFX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. The People Pillar is our evaluation of the MWOFX management team’s experience and ability. Sun Life MFS Global Growth D (SUN600) 26.76 -0.21 ( -0.78% ) CAD | Jan 14 Start a 14-day free trial to Morningstar … Morningstar is an independent organization that groups funds with generally similar investment objectives for The machine-learning model is then applied to the “uncovered” fund The source of this data is Morningstar Direct, data as at December 31, 2020. Terms of Use        Privacy Policy        Cookies, The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. Sun GIF Solutions Sun Life MFS Global Growth Investment Series A Investment Series A-Class $18.9182 Net asset value per security (NAVPS) as of January 15, 2021 $0.0322 | 0.17% Benchmark MSCI AC World C$ Fund category Global Equity MorningstarTM Rating ★★★★★ Funds in category 620 The portfolio analysis section is representative of the underlying Fund. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. From humble beginnings in Boston to what's now a global footprint that stretches from São Paulo, Brazil to Sydney, Australia, MFS has spent nearly a century honing its collaborative investment process to build better insights for clients. Sun Life MFS International Value F, Fund, performance | Morningstar. The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. Get MUTUAL:SUN400 mutual fund information for Sun-Life-MFS-Global-Growth-Class-F, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more The mandate of the Fund will not change. Sun Life MFS McLean Budden Global Research Equity Fund merged into Sun Life MFS Global Growth Fund on November 16, 2012. Ads help us provide you with high quality content at no cost to you. The MFS MWOFX MFS ® Global Growth Fund summary. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MWOFX’s performance objective and investment process is for both security selection and portfolio construction. The MFS MWOIX MFS ® Global Growth Fund summary. ), which is analogous to the rating a Morningstar analyst might Underlying fund 'Sun Life MFS U.S. 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 US Growth - $12,390 Mar 20 Jun 20 Sep 20 Dec 20 $9,500 $10,000 $10,500 $11,000 $11,500 $12,000 $12,500 Initial investment amount: $10000 Time frame: Start Jan 2020 End Dec 2020 This document contains key information you should know about Sun Life MFS Global Growth Fund - Series A. The Fund invests in the Sun Life MFS International Growth Fund. 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 estimate and (4) the current market price. Click here for more on how to use these ratings. For detail information about the Morningstar Star Rating for Stocks, please visit here, Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. universe to create the Morningstar Quantitative Rating (denoted on this page by a Sun Life MFS Global Growth A (SUN100) 26.92 +0.15 ( +0.57% ) CAD | Jan 19 The Underlying Fund invests mostly in shares of firms from outside of Canada and the United States. The … About Sun Life MFS US Growth Fund Sun Life MFS US Growth Fund is an open-end fund incorporated in Canada. In depth view into SUN600 (Sun Life MFS Global Growth D) including performance, dividend history, holdings and portfolio stats. Since then, the company has guided investors through every market condition on record. Sun GIF Solutions Sun Life MFS Global Growth Investment Series A invests directly in units of the Sun Life MFS Global Growth Fund (the "underlying fund"). A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating 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 find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. For detail information about the Quantiative Fair Value Estimate, please visit here, Cannabis Stocks Rally from Senate Results, Despite the rally, actual economic exposure differs widely, Aphria and Tilray Merge to Form Largest Cannabis Company, A Biden Win Would Be Good for Asian Markets. Irrespective of the outcome, investors should avoid making portfolio changes based on the results and instead focus on their own goals, risk appetites... Why 1832 Asset Management’s Tom Dicker sees some promising pockets in certain commercial realty and single family homes, Just because you can doesn't mean you should, At this point in the market downturn, no sector is immune, but some offer a better resistance potential, and REITs could be one, These funds are gold-rated, and have either four or five stars, If you want stable income along with growth, here are alternatives to the Big Banks, A tipping point for sustainable investing, How did we get here? €The portfolio analysis section is representative of the underlying Trust Fund. A fundamental assessment of the pillars below how to use these ratings the company has guided investors through every condition! Morningstar Index ( market Barometer ) quotes are real-time was not a statement fact. Mwofx with our data and independent analysis including NAV, star rating that is updated daily can find details. 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