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Sun MFS Glob Ttl Rtn-LTA Ser F (0P00015IW6.TO)

Toronto - Toronto Delayed price. Currency in CAD
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14.21+0.06 (+0.44%)
At close: 04:00PM EDT

Sun MFS Glob Ttl Rtn-LTA Ser F

1 York Street

800 786 5433
Management information
Steven R. Gorham,Lead manager since 3 May 2015
Steven R. Gorham, CFA, is an investment officer of MFS Investment Management® (MFS®) and a portfolio manager of the value and global balanced portfolios of our mutual funds, variable annuities, and institutional investment products. Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991. In 1992 he joined the Equity Research Department, and he became a research analyst in 1993 and an investment officer in 1996. He was named portfolio manager in 2000.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familySun Life Assurance Company Of Canada
Net assets226.47M
YTD return5.36%
Yield0.00%
Morningstar rating★★★
Inception date3 May 2015

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover9.39%
Average for categoryN/A

Fees and expenses

Expense0P00015IW6.TOCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A