Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Sunday, December 20, 2009, 4:35PM ET - U.S. Markets Closed. Dow Up 0.20% Nasdaq Up 1.45%
Sentinel Small/Mid Cap I (SESMX)On Dec 18: 16.84  Up 0.17 (1.02%)  
MORE ON SESMX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
Sentinel Small/Mid Cap I
One National Life Drive Montpelier VT 05604
Map
Phone: 800-282-3863
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
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
MORNINGSTAR STYLE BOX 
Mid-Cap Growth
[View Category Definition]
View Top Mid-Cap Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
SESMX can be purchased from brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
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%
FEES & EXPENSES 
ExpenseSESMXCategory
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
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials