Sentinel Mid Cap Value A
One National Life Drive Montpelier VT 05604
Map
Phone: 800-282-3863
| Category: | Mid-Cap Blend | | Fund Family: | Sentinel | | Net Assets: | 82.33M | | Year-to-Date Return: | -7.47% | | Yield: | 0.75% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Oct-01 |
|
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 | | 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 |
|
| |
| 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):
| 0.12 | | Last Cap Gain
(19-Dec-07):
| 1.83 | | Annual Holdings Turnover
| 3.00% | | Average for Category:
| 90.83% |
|
| Expense | SYVAX | Category
Avg | | Total Expense Ratio: | 1.81%
| 1.35% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$1,041 | $605 | | 5 Yr Expense Projection*: |
$1,431 | $957 | | 10 Yr Expense Projection*: |
$2,520 | $1,895 |
|
|
1.49% Nasdaq 
0.27%
Profile
