Sentinel Small/Mid Cap A
One National Life Drive Montpelier VT 05604
Map
Phone: 800-282-3863
| Category: | Mid-Cap Growth | | Fund Family: | Sentinel | | Net Assets: | 2.46M | | Year-to-Date Return: | -29.02% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 03-Dec-07 |
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Betsy Pecor
Lead Manager since
03-Dec-07 | | | Pecor has been associated with Sentinel or its affiliate since 2000. Pecor 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 growth of capital. The fund normally invests at least 80% of net assets in small-capitalization and/or mid-capitalization companies which are considered to be companies that have, at the time of purchase, market capitalizations of between $100 million and $15 billion. It may invest up to 25% of assets in securities within a single industry. The fund also invests not more than 5% of total assets in derivative positions. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 118.51% |
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| Expense | SMSMX | Category
Avg | | Total Expense Ratio: | %
| 1.49% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$906 | $697 | | 5 Yr Expense Projection*: |
$N/A | $1,075 | | 10 Yr Expense Projection*: |
$N/A | $2,114 |
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2.63% Nasdaq 0.00%
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