Sentinel Mid Cap Value Instl
One National Life Drive Montpelier VT 05604
Map
Phone: 800-282-3863
| Category: | Mid-Cap Blend | | Fund Family: | Sentinel | | Net Assets: | 69.20M | | Year-to-Date Return: | -39.43% | | Yield: | 1.38% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Oct-01 |
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Michael A. Steinberg
Lead Manager since
24-Oct-01 | | | Steinberg is the managing member and portfolio manager analyst at Steinberg, he formed the firm in 1982. |
| 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 appreciation. The fund normally invests at least 80% of assets in common stocks of companies whose market capitalizations, at the time of purchase, are within the range from the lowest market capitalization of a stock that is included in the S&P 400 Mid-cap index or the Russell Mid-cap index, up to and including the market capitalization of the largest company included in either of such indices. It is nondiversified. |
| Last Dividend
(19-Dec-07):
| 0.16 | | Last Cap Gain
(19-Dec-07):
| 1.83 | | Annual Holdings Turnover
| 3.00% | | Average for Category:
| 91.13% |
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| Expense | SYVIX | Category
Avg | | Total Expense Ratio: | 0.90%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.52% | | 3 Yr Expense Projection*: |
$287 | $654 | | 5 Yr Expense Projection*: |
$498 | $1,012 | | 10 Yr Expense Projection*: |
$1,108 | $1,941 |
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2.63% Nasdaq 0.00%
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