Sentinel Small/Mid Cap I One National Life Drive Montpelier VT 05604 Map
Phone: 800-282-3863
| Category: | Mid-Cap Growth | | Fund Family: | Sentinel | | Net Assets: | 3.38M | | Year-to-Date Return: | 19.96% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 03-Dec-07 |
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Betsy Pecor
Lead Manager since
03-Dec-07 | | | Pecor has been associated with Sentinel or its affiliate since 2000. Pecor holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks growth of capital. The fund normally invests at least 80% of net assets in small-capitalization and/or mid-capitalization companies which are considered to be companies that have, at the time of purchase, market capitalizations of between $100 million and $15 billion. It may invest up to 25% of assets in securities within a single industry. The fund also invests up to 5% of total assets in derivative positions. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 132.16% |
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| Expense | SESMX | Category Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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