Sentinel International Equity A One National Life Drive Montpelier VT 05604 Map
Phone: 800-282-3863
| Category: | Foreign Large Blend | | Fund Family: | Sentinel | | Net Assets: | 123.94M | | Year-to-Date Return: | -43.45% | | Yield: | 1.45% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-93 |
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Katherine Schapiro
Lead Manager since
15-Dec-05 | | | Schapiro is portfolio manager with Sentinel. Prefiously, she was a portfolio manager with Strong Capital Management. Prior to that, she was managing director of the international equity team and portfolio manager with Wells Capital Management, her employer from 1997 to May 2001. She joined the firm from Wells Fargo Bank where she was a portfolio manager from 1992 to 1997. Prior to that, she was with Newport Pacific Management from 1988 to 1992. Schapiro 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 equity securities. It normally invests in 10 or more foreign countries and may invest up to 40% of assets in any one country. The fund focuses investments on developed foreign countries, but may invest up to 20% of total assets in emerging markets. It normally has substantial investments in European countries. The fund may invest up to 25% of the assets in securities within a single industry. |
| Last Dividend
(19-Dec-07):
| 0.20 | | Last Cap Gain
(19-Dec-07):
| 1.98 | | Annual Holdings Turnover
| 31.00% | | Average for Category:
| 78.70% |
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| Expense | SWRLX | Category Avg | | Total Expense Ratio: | 1.36%
| 1.42% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.00%
| 5.32% | | Max Deferred Sales Load: | 0.00%
| 2.75% | | 3 Yr Expense Projection*: |
$912 | $650 | | 5 Yr Expense Projection*: |
$1,212 | $993 | | 10 Yr Expense Projection*: |
$2,064 | $1,966 |
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