Sentinel Mid Cap Value Instl
One National Life Drive Montpelier VT 05604
Map
Phone: 800-282-3863
| Category: | Mid-Cap Blend | | Fund Family: | Sentinel | | Net Assets: | 83.53M | | Year-to-Date Return: | 32.69% | | Yield: | 0.65% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Oct-01 |
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Michael Steinberg
Lead Manager since
24-Oct-01 | | | Steinberg?s career in investment management spans over 40 years. He founded Steinberg Asset Management (SAM) as a value research boutique in 1982, which evolved into an asset management firm specializing in small and mid-cap value portfolios. Prior to 1982, he spent five years as a partner at Sloate Weisman Murray & Steinberg, a money management and brokerage firm. |
| 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 long-term capital appreciation. The fund normally invests at least 80% of assets in mid-capitalization companies whose market capitalizations, at the time of purchase, are within the range from the lowest market capitalization of a stock that is included in the S&P 400 Mid-cap index or the Russell Mid-cap index, up to and including the market capitalization of the largest company included in either of such indices. It is nondiversified. |
| Last Dividend
(22-Dec-08):
| 0.08 | | Last Cap Gain
(19-Dec-07):
| 1.83 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 90.44% |
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| Expense | SYVIX | Category
Avg | | Total Expense Ratio: | %
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $635 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $980 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,963 |
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0.31% Nasdaq 
0.05%
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