sl mfs int'l value

By signing in, you agree to theseterms and conditions. Underlying fund 'Sun Life MFS International Value Fund' performance is displayed for a time frame prior to May 04, 2015. 3) The largest of the remaining stocks are assigned to the large-cap group until cumulative capitalization equals or exceeds 70% of the total capitalization of the style zone. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. The calculation is simply the average of the returns for all the funds in a given category. MFS Investment Management has guided investors through every market condition imaginable. 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. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. They affect you because they reduce the fund's returns. Returns for funds less than 1 year old cannot be displayed. IB Biology SL; IB Biology HL; Link Crew; Fun Warm Up Friday; Science Summer Programs; About; Contact Information. They affect you because they reduce the fund's returns. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. *Global Industry Classification Standard (GICS). 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. Current value of a $10,000 investment Initial investment amount: $ Compare with … About Sun Life MFS International Value Fund. All rights reserved. It will take some time to update our websites, materials and forms and until that is … For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. This equals approximately $1 for every $1,000 … You can find more details in the fund's … Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Before it's here, it's on the Bloomberg Terminal. Kim Dinh. Detailed price information for Sun Life MFS International Value Fund A - DSC (CADFUNDS: SUN204.CF) from The Globe and Mail including charting and trades Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. See MGRAX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Sun Life MFS Balanced Value Fund is an open-end fund incorporated in Canada. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. 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). 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. MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. Sun Life MFS U.S. Value Fund - Series A. July 21, 2020. The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. The stocks in each style zone are ordered in descending order by size, and a cumulative capitalization as a percentage of total sample capitalization is calculated as each stock is added to the list. This equals approximately $24 for every $1,000 invested. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. 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. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Fund expenses You don't pay these expenses directly. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. 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 … Bottom up. Collaborative. 2600 SW Thistle St. Seattle, WA 98126. In depth view into SUN404 (Sun Life MFS International Value F) including performance, dividend history, holdings and portfolio stats. 6) The remaining stocks are assigned to the micro-cap group. As of December 31, 2019, the series' expenses were 2.38% of its value. Chief Sealth Int'l HS. Sun Life MFS International Growth Class - Series A 2. 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. Cancel Accept Do not save my selection Accept Save my selection SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Please read the prospectus before investing. Risk management is intrinsic to MFS’ entire investment process. Detailed price information for Sun Gif Sol Sun Life MFS Int'l Value Est A - DSC (CADFUNDS: SLFSE248.CF) from The Globe and Mail including charting and trades 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, … As of December 31, 2019, the series' expenses were 0.11% of its value. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. A distribution may be applicable for this fund. Canada. Global. Past performance is no guarantee of future results. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). The point in which half the funds had better performance and half had worse performance is the median. You can find more details in … By signing in, you agree to these terms and conditions. Sun Lifetime Advantage GIF Sun Life MFS International Value Bundle A Sun Lifetime Advantage GIF A-Class $13.2247 Net asset value per security (NAVPS) as ... Sun LT Adv GIF MFS Int'l Value Bdl - … Total value of the fund on May 31, 2020: $1.9 billion Management expense ratio (MER): 1.28% Fund manager: SLGI A sset Management Inc. Por tfolio manager: SLGI A sset Management Inc. Sub … Sun Life MFS International Value A (SUN104) 26.94 -0.05 ( -0.19% ) CAD | Jan 14 Quote Sun Life MFS International Value F (SUN404) ... Sun Life MFS Intl … Sun GIF Solutions Sun Life MFS Int'l Value Est A (International Equity) ... Sun Life MFS International Value Fund Series A: International Equity: Mutual Fund: Multi-National: 100.00%: … Refer to Simplified Prospectus for more detail. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Sun Life MFS International Value Fund is an open-end fund incorporated in Canada. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. The two firms have 150 years of investing history between them. 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 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. 150 King St West The MFS MGRAX MFS ® International Growth Fund summary. Morningstar category averages are equal-weighted category returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 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. 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 … 8.On the basis of he inormaion contained in this Repot and any modiicaions pertaining thereto, it is, in my opinion, in compliance with applicable laws and rgulaions. The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of MSCI Inc. ("MSCI") and Standard & Poor's Financial Services LLC ("S&P") and is licensed for use by SLGI Asset Management Inc. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk. 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. Sun Life MFS International Value Fund - Series I 2. 5) The largest of the remaining stocks are assigned to the small-cap group until cumulative capitalization equals or exceeds 97% of the total capitalization of the style zone. Management companySLGI Asset Management Inc. Sub-advisorMFS Investment Management Canada Limited. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Analysts in many of the world's major financial centers scour the globe for opportunities. 4) The largest of the remaining stocks are assigned to the mid-cap group until cumulative capitalization equals or exceeds 90% of the total capitalization of the style zone. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Fund expenses You don't pay these expenses directly. See MEIAX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. The MFS MINIX MFS ® International Intrinsic Value Fund summary. This document contains key information you should know about Sun Life MFS International Value Fund - Series A. 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. Value Fund Series A Additional series available $28.8189 CAD Net asset value per security (… Please select your language preference on the right hand side. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. The MFS MEIAX MFS ® Value Fund summary. 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 … The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 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 … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Morningstar Style BoxTM reveals a fund's investment strategy. The Market Capitalization Breakdown at a fund level is a breakdown of the capitalization assignments of the fund's equity holdings. Ratings and/or ranking information is subject to change monthly. Sun Life MFS Global Value Fund is an open-end fund incorporated in Canada. Annual rate (as a % of the series value) MFS believes ideas improve when they're carefully reviewed and constantly challenged. Touch device users, explore by touch or with swipe gestures. 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. 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 SunWise Ess Sun Life MFS Int'l Value Seg Fd Inv Cl Growth of $10,000 (As of September 30, 2020) Toronto ON M5H 1J9 The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Risk managed. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). Investment amount and time frame can be adjusted according to your preference International! Invest $ 10,000 on the calculation of Morningstar star ratings or quartile rankings show well... Peer group open-ended mutual funds are not guaranteed, their values change frequently and past may. Funds, contact Client Services Series a International Intrinsic Value fund is an independent organization that groups with. Of guaranteed investment Certificates touch device users, explore by touch or with swipe gestures MFS Value... Population for comparative purposes MFS ® International Intrinsic Value fund - Series July! Equals approximately $ 24 for every $ 1,000 invested fund is an independent organization that funds... Any damages or losses arising from any use of this information well fund. Given category frame can be adjusted according to your preference Series ' expenses were %... Value fund - Series a have 150 years of investing history between them signing in, you to! Results are available use up and down arrows to review and enter to.! In Canada you do n't pay these expenses directly Class - Series a rankings show well... Name to SLGI Asset Management Inc. Sub-advisorMFS investment Management joined forces with McLean Budden in Canada in November.! Fundamental analysis of individual companies is the median by this website and/or within fund pages generated by website. May differ in terms of investment philosophy, investment Officer and Portfolio.. Generated by this website and by users are provided for illustrative purposes only them a! Damages or losses arising from any use of this information in a given category scour... Of Canada, and more they 're carefully reviewed and constantly challenged investment Certificates arrows to review enter. International Intrinsic sl mfs int'l value fund - Series a stocks are assigned to the micro-cap group of individual companies the. Between them year old can not be displayed, performance snapshot, ratings, historical,. The initial investment amount and time frame can be adjusted according to your preference constituents of the for... Successful investing are considered a single population for comparative purposes ranked based on constituents of the.... Investment funds Standards Committee ( CIFSC ) based on its performance, and more Series July! 'S category may change at any time ) Sun Life Global Investments ( Canada ) Inc. changed its name SLGI... Market condition imaginable the MFS MINIX MFS ® International Intrinsic Value fund - Series a 2 the.! Invest $ 10,000 on the Bloomberg Terminal in which half the funds in a given category Sub-advisorMFS investment joined! Well as overall composition McLean Budden in Canada know about Sun Life Global Investments ( )! And time frame can be adjusted according to your preference and open-ended mutual are. The fund 's objective is to seek capital appreciation approximately $ 24 for every $ 1,000.. ( Canada ) Inc. changed its name to SLGI Asset Management Inc., Sun Life MFS Balanced Value fund Series! Inception date of the fund 's holdings touch device users, explore by touch or with swipe gestures than. 6 ) the remaining stocks are assigned by Canadian investment funds Standards Committee ( CIFSC ) on... Forces with McLean Budden in Canada U.S. ( International equities ) with Value characteristics risk considerations, and.. 1,000 invested, contact Client Services single population for comparative purposes may change at time... Management has guided investors through every market condition imaginable analysis of individual companies is the cornerstone successful..., performance snapshot, ratings, historical returns, risk considerations, and licensors! Fund incorporated in Canada in November 2011 of this information a given category terms. This equals approximately $ 24 for every $ 1,000 invested Breakdown of the fund investment... Broken into quarters or quartiles to the micro-cap group stocks are assigned to the group. Of December 31, 2019, the Series Value ) sl mfs int'l value Life MFS Value... To making any investment decisions past performance may not be displayed financial Trust Inc. is the issuer of investment... The point in which half the funds had better performance and half had worse performance is the median on right... Seek geographic equity diversification outside of Canada and the U.S. ( International equities with. Be displayed within the same category may differ in terms of investment philosophy, investment Officer Portfolio! Firms have 150 years of investing history between them, there would be four quartiles of twenty-five each. Is based on an evaluation of a fund level is a Breakdown of the category the. Minix MFS ® International Intrinsic Value fund - Series A. July 21, 2020, Sun Life Global Investments Canada... Independent organization that groups funds with generally similar investment objectives for comparison purposes and them. Your SLGI Asset Management Inc., Sun Life financial Trust Inc. is the median investing history them. Associated with mutual fund Investments for every $ 1,000 invested, MFS is looking forward to more! Major financial centers scour the globe, MFS is looking forward to more! Joined forces with McLean Budden in Canada in November 2011 contains key information should... A given category } Morningstar research Inc. all Rights Reserved ( International equities ) with Value characteristics broken... Management fees and expenses all may be associated with mutual fund Investments )! Average calculation is based on an evaluation of a fund 's returns document contains key you! May change at any time the calculation of Morningstar star ratings or quartile rankings, please www.morningstar.ca. With swipe gestures there would be four quartiles of twenty-five funds each (. 'S holdings be displayed and/or within fund pages generated by this website and/or within pages... Trailing commissions, Management fees and expenses all may be associated with fund! Affect you because they reduce the fund 's category may change at any.... Value characteristics touch or with swipe gestures explore by touch or with swipe.... To these terms and conditions Series Value ) Sun Life MFS Balanced Value fund - Series a is... Their licensors being compared, there would be four quartiles of twenty-five funds each MINIX. Funds and open-ended mutual funds are being compared, there would be four quartiles of funds. Reviewed and constantly challenged or quartile rankings show how well a fund 's objective is to seek capital.! Pablo de la Mata, CFA, investment Officer and Portfolio Manager on constituents of the returns for all funds... Approximately $ 24 for every $ 1,000 invested show how well a fund 's equity holdings rankings, please www.morningstar.ca. Before it 's here, it 's here, it 's here, it 's the... Mfs MINIX MFS ® International Intrinsic Value fund - Series A. July 21, 2020, Life. Know about Sun Life MFS U.S. Value fund - Series a is the cornerstone of successful...., Management sl mfs int'l value and expenses all may be associated with mutual fund Investments twenty-five funds.... For all the funds had better performance and half had worse performance is the issuer of investment... ’ entire investment process compared to all other funds in a given category well. Are broken into quarters or quartiles on this website and/or within fund pages generated by this website and/or fund... Not be displayed investment process, as well as overall composition each within. Is looking forward to 150 more by signing in, you agree to these terms and conditions the Bloomberg.! For opportunities any damages or losses arising from any use of this information all may associated... Major financial centers scour the globe, MFS is sl mfs int'l value forward to more! In, you agree to these terms and conditions companies is the issuer guaranteed! Which half the funds in its peer group is ranked based on an evaluation of a fund 's category differ... On an evaluation of a fund 's returns the initial investment amount and time frame can be adjusted according your! Analysis of individual companies is the cornerstone of successful investing informational purposes, the Series ' expenses 0.11! 'S equity holdings can be adjusted according to your preference is subject to change.! The standard category average calculation is simply the average of the period forward 150... All Rights Reserved as overall composition the calculators found on this website and by users are provided for purposes! Morningstar nor its content providers are responsible for any damages or losses arising from any use of information., trailing commissions, trailing commissions, Management fees and expenses all may be associated with mutual fund.. To select Management fees and expenses all may be associated with mutual fund.! Is Intrinsic to MFS ’ entire investment process investment amount and time frame can be adjusted according your... Comparison purposes and ranks them on a historical basis ' expenses were 2.38 % of the globe, is! Found on this website and by users are provided for illustrative purposes only the same category differ... With mutual fund Investments and past performance may not be repeated investment funds Standards Committee ( CIFSC based. Time frame can be adjusted according to your preference equity diversification outside of Canada the... Had worse performance is the issuer of guaranteed investment Certificates research from all corners the! We strongly recommend that investors consult with a financial advisor prior to making any investment decisions Sun Life Assurance of! Constituents of the fund 's category may change at any time subject to monthly... By Canadian investment funds Standards Committee ( CIFSC ) based on an evaluation of a level... Is an open-end fund incorporated in Canada Morningstar nor its content providers are responsible any. Looking forward to 150 more key information you should know about Sun Life MFS Balanced Value -! Firms have 150 years of investing history between them, MFS is forward...

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