3 / 5 Stars
4 4 4 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#88 in Small Growth
U.S. News evaluated 211 Small 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 35.48 percent over the past year, 17.80 percent over the past three years, 17.02 percent over the past five years, and 10.26 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||30.4%|
|3 Years (Annualized)||17.8%|
|5 Years (Annualized)||17.0%|
|10 Years (Annualized)||10.3%|
The investment seeks growth of capital. The fund normally invests at least 80% of its net assets in small-capitalization companies. Small capitalization companies are companies that have, at the time of purchase, market capitalizations of less than $4 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 Above Average compared to funds in the same category.
Sentinel Small Company Fund has an expense ratio of 1.14 percent.
Risk is Low compared to funds in the same category according to Morningstar.