MUTUAL:IMPS778F:TSX
DFS GIF Global Equity MFS Series 8F – MUTUAL:IMPS778F Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 6.32 CAD | -0.35 (-5.25%) | 5.76 - 7.11 | -- |
Market data as of 12:00AM 04/03/25. Quotes are delayed by at least 15 min.
Overview - MUTUAL:IMPS778F
To achieve long-term capital growth by investing primarily in equity securities.
Growth of $10,000 (10 Years)
| Total Return | 20.45% |
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| Yield (Trailing 12 Mo.) | 0.00% |
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| Expense Ratio | -- |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $1,000 |
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| Management Tenure | -- |
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| Fund Inception | 05/15/2023 |
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Trailing Total Returns - MUTUAL:IMPS778F
as of 02/28/2025
| Timeframe | MUTUAL:IMPS778F | S&P 500 | Global Equity |
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| 1 Month | -1.83% | -5.63% | -1.44% |
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| 3 Month | 3.41% | -4.27% | 1.95% |
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| Year-to-Date | 3.56% | -4.27% | 3.02% |
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| 1 Year | 19.73% | 8.25% | 17.04% |
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| 3 Year | -- | 9.06% | 10.68% |
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| 5 Year | -- | 18.59% | 11.52% |
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| 10 Year | -- | 12.50% | 8.32% |
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| Since Inception | 20.45% | 10.98% | -- |
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Sector Allocation - MUTUAL:IMPS778F
as of 02/28/2025
| Basic Materials | | 5.32% |
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| Consumer Cyclical | | 8.47% |
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| Financial Services | | 17.35% |
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| Real Estate | | 1.01% |
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| Consumer Defensive | | 4.91% |
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| Healthcare | | 10.45% |
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| Utilities | | 2.65% |
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| Communication Services | | 9.67% |
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| Energy | | 3.23% |
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| Industrials | | 11.51% |
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| Technology | | 25.42% |
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Asset Allocation - MUTUAL:IMPS778F
as of 02/28/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | 65.51 | 65.51 |
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| Bond | -- | | | 0.00 | 0.00 |
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| Other | -- | | | 0.00 | 0.00 |
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| Foreign Stock | -- | | | 33.21 | 33.21 |
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| Foreign Bond | -- | | | 0.00 | 0.00 |
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| Total | -- | | | 98.72 | 98.72 |
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| Cash | -- | | | 1.28 | 1.28 |
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| Total Net Assets | $69.51M |
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| Total Stock Holdings | 0 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - MUTUAL:IMPS778F
as of 02/28/2025
| Company | YTD Return | % of Assets |
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| MFS Global Research | -- | 99.53% |
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Valuation & Growth - MUTUAL:IMPS778F
as of 02/28/2025
| Valuation | MUTUAL:IMPS778F | Category Range |
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| Price/Earnings | 23.84 | |
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| Price/Book | 3.40 | |
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| Price/Sales | 2.95 | |
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| Price/Cash Flow | 15.58 | |
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| Dividend Yield | 2.2 | |
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| LT Earnings | 9.92 | |
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| Historical Earnings | 13.95 | |
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| Sales Growth | 6.91 | |
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| Cash-Flow Growth | 9.93 | |
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| Book-Value Growth | 6.99 | |
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