Sentinel Sustainable Core Opp A One National Life Drive Montpelier VT 05604 Map
Phone: 800-282-3863
| Category: | Large Blend | | Fund Family: | Sentinel | | Net Assets: | 211.11M | | Year-to-Date Return: | -24.46% | | Yield: | 0.36% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Jun-96 |
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Daniel J. Manion
Lead Manager since
04-Apr-08 | | | Manion is a vice president and director of equity research with Sentinel, his employer since 1993. Previously, he was an investment analyst with Wright Investors Service from 1987 to 1993. Manion holds the Chartered Financial Analyst designation and he is a member of the New York Society of Security Analysts. |
| 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 long-term capital appreciation. The fund normally invests at least 65% of assets in equities of companies that, when purchased, have market capitalizations of at least $8 billion. It may invest up to 25% of assets in stocks of companies within a single industry. |
| Last Dividend
(3-Apr-08):
| 0.00 | | Last Cap Gain
(21-Dec-01):
| 1.43 | | Annual Holdings Turnover
| 82.00% | | Average for Category:
| 71.67% |
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| Expense | MYPVX | Category Avg | | Total Expense Ratio: | 1.21%
| 1.11% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$850 | $572 | | 5 Yr Expense Projection*: |
$1,106 | $873 | | 10 Yr Expense Projection*: |
$1,839 | $1,733 |
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