Sentinel Capital Growth I
One National Life Drive Montpelier VT 05604
Map
Phone: 800-282-3863
| Category: | Large Growth | | Fund Family: | Sentinel | | Net Assets: | 2.83M | | Year-to-Date Return: | -35.71% | | Yield: | 0.72% | | Morningstar Rating: | N/A | | Fund Inception Date: | 27-Aug-07 |
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Elizabeth R. Bramwell
Lead Manager since
01-Aug-94 | | | 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: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital growth; current income is a secondary consideration. The fund normally invests primarily in a broad range of common stocks of companies that believed to have above-average growth potential. It may emphasize one or more particular sectors although it may invest in any economic sector. The fund may invest up to 100% of assets in cash, commercial paper, high-grade bonds, or cash equivalents for temporary defensive reasons. It may invest up to 25% of net assets in securities of foreign issuers. |
| Last Dividend
(19-Dec-07):
| 0.10 | | Last Cap Gain
(19-Dec-07):
| 1.58 | | Annual Holdings Turnover
| 24.00% | | Average for Category:
| 97.51% |
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| Expense | SICGX | Category
Avg | | Total Expense Ratio: | 0.84%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$271 | $615 | | 5 Yr Expense Projection*: |
$471 | $944 | | 10 Yr Expense Projection*: |
$1,049 | $1,866 |
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2.63% Nasdaq 0.00%
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