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    Sentinel Total Return Bond A (SATRX)

    10.68 Up 0.02(0.19%) Apr 24

    Profile as of Mar 30, 2015Get Profile for:
    Sentinel Total Return Bond A
    Sentinel Group Funds IncOne National Life DriveMontpelier, VT 5604
    Phone: 800-282-3863
    Fund Overview 
    Category:Intermediate-Term Bond
    Fund Family:Sentinel
    Net Assets:863.52M
    Year-to-Date Return:1.37%
    Morningstar Rating:4 stars
    Fund Inception Date:Dec 17, 2010
    Morningstar Style Box 
    Intermediate-Term Bond
    [View Category Definition]
    View Top Intermediate-Term Bond Funds
    About the Morningstar Style Box
    Management Information 
    Jason Doiron
    Lead Manager since Dec 17, 2010
    Doiron has been associated with Sentinel since 2008. From 2005 to 2008, he was Director-Quantitative Trading and Strategies Group for the Royal Bank of Canada’s Capital Markets Group and from 2003 to 2005 he was a Senior Quantitative Analyst-Fixed Income Derivatives for Citigroup Global Investments.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:1,000
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    SATRX can be purchased from 56 brokerages.

    Fund Summary 
    The investment seeks maximum investment return through a combination of current income and capital appreciation. The fund invests in fixed-income securities and in related derivatives, such as interest rate, credit, equity and foreign currency derivatives (futures, options, swaps, options on swaps, and caps and floors). It invests primarily in investment-grade bonds. The fund may invest in securities of any duration. It may invest up to 50% of its assets in below investment-grade bonds.

    Fund Operations 
    Last Dividend (Apr 22, 2015) : 0.01
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Apr 22, 2015) : 432.00%
    Average for Category:158.47%
    Fees & Expenses 
    ExpenseSATRXCategory Avg
    Annual Report Expense Ratio (net):0.89%0.86%
    Prospectus Net Expense Ratio:0.91%N/A
    Prospectus Gross Expense Ratio:0.96%N/A
    Max 12b1 Fee:0.20%N/A
    Max Front End Sales Load:2.25%4.05%
    Max Deferred Sales Load: N/A2.03%
    3 Yr Expense Projection*:524384
    5 Yr Expense Projection*:744613
    10 Yr Expense Projection*:1,3771,254
    * Per $10,000 invested