Sentinel Balanced B
One National Life Drive Montpelier VT 05604
Map
Phone: 800-282-3863
| Category: | Moderate Allocation | | Fund Family: | Sentinel | | Net Assets: | 4.69M | | Year-to-Date Return: | 19.49% | | Yield: | 0.86% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Apr-96 |
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David M. Brownlee
Lead Manager since
29-Sep-00 | | | Brownlee joined National Life Investment Management Company and Sentinel Advisors as a vice president and portfolio manager in July 1993. From 1987 to 1993, he was a managing director at Aetna Life and Casualty. Previously, he spent a year as a portfolio manager with MetLife-State Street. Brownlee 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 a combination of growth of capital and current income. The fund primarily invests in common stocks and investment-grade bonds with at least 25% of assets in bonds and at least 25% of assets in common stock. It may invest up to 25% of assets in securities within a single industry. The fund may invest without limitation in foreign securities, although only where the securities are trading in the U.S. or Canada and only where trading is denominated in U.S. or Canadian dollars. |
| Last Dividend
(23-Sep-09):
| 0.01 | | Last Cap Gain
(19-Dec-07):
| 1.11 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 82.83% |
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| Expense | SEBBX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | 4.00%
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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0.31% Nasdaq 0.00%
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