Sentinel Sustainable Growth Opp A One National Life Drive Montpelier VT 05604 Map
Phone: 800-282-3863
| Category: | Mid-Cap Growth | | Fund Family: | Sentinel | | Net Assets: | 100.61M | | Year-to-Date Return: | 26.73% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Feb-94 |
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Elizabeth R. Bramwell
Lead Manager since
18-Dec-08 | | | Bramwell is portfolio manger with Sentinel. Prior to joining Sentinel, she was the chief executive officer of Bramwell Capital Management, Inc., which she founded in 1994, and the chair, president and chief investment officer of The Bramwell Funds, Inc. Bramwell holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks growth of capital. The fund normally invests at least 65% of assets in stocks of U.S. mid-capitalization companies, which are companies between $1 billion and $15 billion in market capitalization. It may invest up to 25% of assets in stocks of companies within a single industry. |
| Last Dividend
(16-Dec-94):
| 0.09 | | Last Cap Gain
(22-Dec-08):
| 0.60 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 132.16% |
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| Expense | WAEGX | Category Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.00%
| 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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