Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.010 | 7.440 | 2.430 |
Stocks | 30.930 | 30.930 | 0.000 |
Bonds | 52.190 | 52.250 | 0.060 |
Convertible | 0.390 | 0.390 | 0.000 |
Preferred | 0.700 | 0.700 | 0.000 |
Other | 10.790 | 10.790 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.030 | 16.258 |
Price to Book | 2.270 | 2.329 |
Price to Sales | 1.838 | 1.618 |
Price to Cash Flow | 10.640 | 9.841 |
Dividend Yield | 2.566 | 2.618 |
5 Years Earnings Growth | 10.465 | 10.357 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.270 | 16.366 |
Financial Services | 16.980 | 18.876 |
Industrials | 15.230 | 12.656 |
Consumer Cyclical | 8.250 | 8.476 |
Real Estate | 6.990 | 4.021 |
Healthcare | 6.490 | 9.084 |
Utilities | 6.040 | 4.162 |
Energy | 5.920 | 8.281 |
Basic Materials | 5.690 | 5.516 |
Consumer Defensive | 5.190 | 7.090 |
Communication Services | 4.950 | 6.067 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PH&N Bond Fund O | - | 15.70 | - | - | |
Sun Life US Core Fixed Inc I | - | 12.49 | - | - | |
Sun Life BlackRock Cdn Univ Bond | - | 11.38 | - | - | |
Sunlife Granite Tactical Completion Fd I | - | 8.43 | - | - | |
RBC Emerging Markets Bd (CAD Hedged) O | - | 5.45 | - | - | |
ishares S&P 500 | US4642872000 | 5.39 | 547.23 | -0.38% | |
Sun Life Real Assets Private Pool I | - | 4.96 | - | - | |
Sun Life BlackRock Cdn Composite Equity | - | 3.39 | - | - | |
Sun Life Wellington Oppc FxdInc PrivPl I | - | 3.18 | - | - | |
Sun Life Schroder Emerging Markets I | - | 2.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sun Life MFS Canadian Bond D | 188.2M | -1.20 | -2.14 | 1.45 | ||
Sun Life MFS Canadian Bond F | 188.2M | -1.11 | -1.90 | 1.54 | ||
Sun Life MFS Canadian Bond FX | 188.2M | -1.16 | -2.05 | 1.55 | ||
SunWise Essential 2 Sun Life MFS Mc | 276.76K | -1.77 | -3.61 | -0.05 | ||
SunWise Essential 2 Sun Life MFS Mi | 276.76K | -1.77 | -3.61 | -0.05 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review