Sentinel Balanced A (SEBLX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Fannie Mae Single Family TBA 2.5% 2029-06-01||2.13||17.82|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.06%|
Performance & Risk
|5y Avg Return:||13.14%|
|Rank in Category (ytd):||89|
|% Rank in Category (ytd):||10.18%|
|Morningstar Risk Rating:||3|
The investment seeks a combination of growth of capital and current income, with relatively low risk and relatively low fluctuations in value.
The fund normally invests primarily in common stocks and investment-grade bonds with at least 25% of its assets in bonds and at least 25% of its assets in common stock. It may invest up to 25% of its assets in securities within a single industry. The fund may invest without limitation in foreign securities. Under normal circumstances, the equity securities in which the fund invests are predominantly those of U.S. companies. View More