Sentinel Sustainable Emerging Co C One National Life Drive Montpelier VT 05604 Map
Phone: 800-282-3863
| Category: | Mid-Cap Growth | | Fund Family: | Sentinel | | Net Assets: | 330.00K | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 04-Apr-08 |
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Ken Johnson
Lead Manager since
04-Apr-08 | | | Johnson has been associated with Sentinel since 2007. From 2001 until 2007, he was a senior research analyst and assistant portfolio manager for Smith Barney Asset Management and its successor organization, Clearbridge Advisors, a subsidiary of Legg Mason. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | 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 65% of assets in stocks of U.S. mid-capitalization companies that, when purchased, are between $1 billion and $15 billion in market capitalization. It may invest up to 25% of assets in stocks of companies within a single industry. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 113.00% | | Average for Category:
| 118.51% |
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| Expense | SRISX | Category Avg | | Total Expense Ratio: | 2.79%
| 1.49% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 1.00%
| 2.66% | | 3 Yr Expense Projection*: |
$755 | $697 | | 5 Yr Expense Projection*: |
$1,291 | $1,075 | | 10 Yr Expense Projection*: |
$2,756 | $2,114 |
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