Sun Life MFS US Growth Cl Srs AT5 (SUN5131)
39.69
+0.14
(+0.35%)
CAD |
Apr 02 2026
SUN5131 Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.20% |
| Stock | 99.06% |
| Bond | 0.84% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.10% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 93.72% |
|---|---|
|
North America
|
93.72% |
| Canada | 1.83% |
| United States | 91.89% |
|
Latin America
|
0.00% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.15% |
|---|---|
| United Kingdom | 0.43% |
|
Europe Developed
|
3.72% |
| Germany | 0.62% |
| Ireland | 1.88% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 2.23% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
2.23% |
| Singapore | 0.29% |
| Taiwan | 1.95% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | -0.10% |
|---|
Stock Sector Exposure
| Cyclical |
|
20.49% |
| Materials |
|
0.98% |
| Consumer Discretionary |
|
10.60% |
| Financials |
|
8.46% |
| Real Estate |
|
0.44% |
| Sensitive |
|
70.81% |
| Communication Services |
|
15.25% |
| Energy |
|
0.65% |
| Industrials |
|
8.00% |
| Information Technology |
|
46.91% |
| Defensive |
|
8.52% |
| Consumer Staples |
|
1.51% |
| Health Care |
|
6.43% |
| Utilities |
|
0.58% |
| Not Classified |
|
0.19% |
| Non Classified Equity |
|
0.19% |
| Not Classified - Non Equity |
|
0.00% |
As of January 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |