Sentinel Small Company I
One National Life Drive Montpelier VT 05604
Map
Phone: 800-282-3863
| Category: | Small Growth | | Fund Family: | Sentinel | | Net Assets: | 519.65M | | Year-to-Date Return: | 22.49% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-May-07 |
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Charles C. Schwartz
Lead Manager since
17-Sep-04 | | | Schwartz is a portfolio manager with Sentinel Advisors Company, his employer since 1996. Schwartz 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 invests at least 80% of net assets in small-capitalization companies which have market capitalizations of less than $3 billion. It may invest up to 25% of the assets in securities within a single industry. For portfolio construction purposes, the fund uses the S&P Small-Cap 600 index as a sector-weighting guide. It attempts to be well-balanced across major economic sectors. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(19-Dec-07):
| 0.82 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 120.37% |
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| Expense | SIGWX | Category
Avg | | Total Expense Ratio: | 0.83%
| 1.60% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 265 | $675 | | 5 Yr Expense Projection*: |
$ 460 | $1,071 | | 10 Yr Expense Projection*: |
$ 1,025 | $2,161 |
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2.03% Nasdaq 
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