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Sun Life BlackRock Cdn Equity Fund AT8 – MUTUAL:SUN236 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
14.06 CAD0.01 (+0.07%)12.24 - 14.39--

Market data as of 12:00AM 08/23/16. Quotes are delayed by at least 15 min.

Overview - MUTUAL:SUN236

The Fund's investment objective is to seek capital appreciation by investing primarily in Canadian equity securities directly or indirectly through mutual funds and exchange-traded funds that invest in such securities.

Growth of $10,000 (10 Years)

Total Return6.57%
Yield (Trailing 12 Mo.)7.64%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$500.00
Management Tenure5 Years
Fund Inception09/01/2011

Trailing Total Returns - MUTUAL:SUN236

as of 05/31/2016
TimeframeMUTUAL:SUN236S&P 500Canadian Focused Equity
1 Month1.82%3.69%3.72%
3 Month8.13%5.82%4.89%
1 Year-3.82%5.61%0.00%
3 Year7.18%11.16%8.10%
5 Year--13.38%7.10%
10 Year--7.75%4.45%
Since Inception6.57%10.51%--

Sector Allocation - MUTUAL:SUN236

as of 05/31/2016
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - MUTUAL:SUN236

as of 05/31/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$119.78M
Total Stock Holdings0
Total Bond Holdings0

Top Ten Holdings - MUTUAL:SUN236

as of 05/31/2016
CompanyYTD Return% of Assets
Sun Life BlackRock Cdn Composite Equity--88.97%

Valuation & Growth - MUTUAL:SUN236

as of 05/31/2016
ValuationMUTUAL:SUN236Category Range
Price/Cash Flow9.09
Dividend Yield3.3
LT Earnings9.96
Historical Earnings7.61
Sales Growth4.16
Cash-Flow Growth1.55
Book-Value Growth7.78
Key:  Lo 

Morningstar Summary - MUTUAL:SUN236, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
RiskBelow Avg
Key:  Lo 

Tax Analysis - MUTUAL:SUN236, 3 Year Avg

Pretax Return7.18%
Tax-adjusted Return3.11%
Tax Cost Ratio3.80%
Potential Cap Gains--

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