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MFS Investment Management Cana – MUTUAL:SUN128 Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
18.99 CAD0.27 (+1.45%)15.75 - 18.99--

Market data as of 12:00AM 03/30/15. Quotes are delayed by at least 15 min.

Overview - MUTUAL:SUN128

The Fund’s investment objective is to seek capital appreciation by investing primarily in equity securities of issuers outside of Canada and the U.S. that are considered to have above-average earnings growth potential compared to other issuers.

Growth of $10,000 (10 Years)

Total Return12.42%
Yield (Trailing 12 Mo.)4.18%
Expense Ratio--
Front LoadNone
Deferred LoadNone
Minimum Investment$500.00
Management Tenure4 Years
Fund Inception09/01/2011

Trailing Total Returns - MUTUAL:SUN128

as of 02/28/2015
TimeframeMUTUAL:SUN128S&P 500International Equity
1 Month4.03%5.75%3.99%
3 Month12.33%2.31%11.08%
1 Year11.53%15.51%11.59%
3 Year12.49%18.00%15.77%
5 Year--16.18%10.04%
10 Year--7.99%3.91%
Since Inception12.42%10.71%--

Sector Allocation - MUTUAL:SUN128

as of 02/28/2015
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - MUTUAL:SUN128

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$106.58M
Total Stock Holdings84
Total Bond Holdings0

Top Ten Holdings - MUTUAL:SUN128

as of 02/28/2015
CompanyYTD Return% of Assets
Nestle SA6.06%3.68%
Bayer Ag--2.95%
Roche Holding AG Dividend Right Cert.-1.00%2.92%
LVMH Moet Hennessy Louis Vuitton SE14.91%2.76%
Compass Group PLC6.31%2.61%
Pernod Ricard NV6.05%2.47%
AIA Group Ltd9.32%2.31%

Valuation & Growth - MUTUAL:SUN128

as of 02/28/2015
ValuationMUTUAL:SUN128Category Range
Price/Cash Flow13.02
Dividend Yield2.08
LT Earnings9.33
Historical Earnings6.23
Sales Growth3.37
Cash-Flow Growth-13.67
Book-Value Growth5.46
Key:  Lo 

Morningstar Summary - MUTUAL:SUN128, 3 Year

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

Tax Analysis - MUTUAL:SUN128, 3 Year Avg

Pretax Return12.49%
Tax-adjusted Return9.79%
Tax Cost Ratio2.40%
Potential Cap Gains--

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