2 / 5 Stars
2 2 4 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#87 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap Growth 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 23.51 percent over the past year, 13.33 percent over the past three years, 18.15 percent over the past five years, and 6.50 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.8%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||6.5%|
The investment seeks growth of capital. The fund normally invests at least 80% of its net assets in mid-capitalization companies. Mid-capitalization companies are companies that have, at the time of purchase, market capitalizations between $500 million and $25 billion. It may invest without limitation in foreign securities, although only where the securities are trading in the U.S. or Canada and only where trading is denominated in U.S. or Canadian dollars. The fund may invest up to 25% of its assets 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 Low compared to funds in the same category.
Sentinel Mid Cap Fund has an expense ratio of 1.35 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.