Equitable MFS U.S. Equity Core
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Fund ProfileOctober 31, 2025
Fund Overview
The objective of the segregated fund is to invest in units of the MFS US Equity Core Fund or a substantially similar fund. The underlying fund objective is to seek to provide capital appreciation through an actively managed, diversified portfolio of primarily US companies, purchased at reasonable prices, is the most effective means of delivering consistent, long-term outperformance on a risk-adjusted basis.
Risk Rating
This fund's risk rating is Medium
As of September 30, 2025
Top 10 Holdings (%)
As of September 30, 2025
Growth of $10,000
As of October 31, 2025
For the period 08/30/2006 through 10/31/2025 with $10,000 CAD investment, The value of the investment would be $40,155
Calendar Return (%)
As of October 31, 2025
| Period | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 25.72 | 12.67 | -12.96 | 21.86 | 10.02 | 21.36 | -0.45 | 12.06 | 1.63 | 16.24 |
| Quartile | 3 | 4 | 2 | 3 | 3 | 2 | 2 | 2 | 3 | 2 |
Compound Return (%)
As of October 31, 2025
| Period | 1 mth | 3 mths | 6 mths | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|---|
| Fund | 1.79 | 5.29 | 17.68 | 12.38 | 14.91 | 11.97 | 9.75 |
| Quartile | 3 | 4 | 3 | 3 | 3 | 3 | 3 |
Fund Information
| Description | Guarantee Fee | DSC |
|---|---|---|
| Pivotal Solutions II | - | EQU408 |
Other Fund Information
Product Availabilty
Pivotal Solutions II
Date of Inception:
September 2006
Net Asset Value per Unit:
$40.24 (11/28/2025)
Change: $0.06 (0.16%)
Estimated Management
Expense Ratio (MER)†:
3.71%
Fund Category
U.S. Equity
Portfolio Manager
MFS Investment Management Canada Limited
Investment Style
Equity
Market Capitalization: Large
Fund Style: Growth
Performance Chart
Summary
For the period 08/30/2006 through 10/31/2025 with $10,000 CAD investment
Total returns performance
301.55%
Last price
$40.39 CAD
as of market close 10/31/2025
Value of $10,000 investment
$40,155.19 CAD
