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Sunwise Essential 2 Sun Life Mfs Mclean Budden Canadian Bond Segregated Fund Investment Class (0P0000Y2VE)

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10.634 +0.030    +0.25%
22/11 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 271.62K
Type:  Fund
Market:  Canada
Issuer:  Sun Life Global Investments (Canada) Inc
Asset Class:  Bond
SunWise Essential 2 Sun Life MFS McLean Budden Can 10.634 +0.030 +0.25%

0P0000Y2VE Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SunWise Essential 2 Sun Life MFS McLean Budden Can (0P0000Y2VE) fund. Our SunWise Essential 2 Sun Life MFS McLean Budden Can portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.080 1.080 0.000
Bonds 97.710 97.710 0.000
Convertible 0.200 0.200 0.000
Other 1.010 1.010 0.000

 Style Box

For bond funds, the horizontal axis shows a fund’s maturity categories represented by: short-term, intermediate-term and long-term. The vertical axis is divided into three credit-quality categories grouped by credit rating: high, medium and low.

Sector Allocation

Name  Net % Category Average
Government 51.059 36.538
Corporate 42.032 41.572
Securitized 4.549 3.109
Cash 0.885 4.436
Municipal 0.262 0.245

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 3

Number of short holdings: 1

Name ISIN Weight % Last Change %
Sun Life MFS Canadian Bond I - 99.56 - -

Top Bond Funds by CI Investments Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sun Life Granite Conservative Portf 1.28B 8.15 1.18 3.44
  Sun Life MFS Canadian Bond D 210.79M 3.56 -0.46 1.76
  Sun Life MFS Canadian Bond F 210.79M 3.78 -0.21 1.87
  Sun Life MFS Canadian Bond FX 210.79M 3.63 -0.37 1.85
  SunWise Essential 2 Sun Life MFS Mc 271.62K 2.30 -1.96 0.24
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