2 / 5 Stars
3 3 5 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#215 in Large Blend
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.99 percent over the past year, 12.72 percent over the past three years, 21.63 percent over the past five years, and 6.43 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.1%|
|3 Years (Annualized)||12.7%|
|5 Years (Annualized)||21.6%|
|10 Years (Annualized)||6.4%|
The investment seeks long-term capital appreciation. The fund normally invests at least 65% of its net assets in stocks of well-established U.S. companies, typically those above $5 billion in market capitalization. It may invest without limitation in foreign securities. Up to 25% of the fund's assets may be invested in securities within a single industry. Although the fund may invest in any economic sector, at times it may emphasize one or more particular sectors.
Fees are Above Average compared to funds in the same category.
Sentinel Sustainable Core Opportunities Fund has an expense ratio of 1.26 percent.
Risk is Average compared to funds in the same category according to Morningstar.