Sentinel Small Company Fund

Scorecard
4 / 5 Stars
Lipper
3 3 4 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
E+ (Sell)

#99 in Small Growth

U.S. News evaluated 219 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 20.98 percent over the past year, 12.81 percent over the past three years, 19.08 percent over the past five years, and 9.38 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.6%
1 Year 21.0%
3 Years (Annualized) 12.8%
5 Years (Annualized) 19.1%
10 Years (Annualized) 9.4%

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Summary

The investment seeks growth of capital. The fund 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 invests primarily in common stocks of small companies that Sentinel believes are high quality, have superior business models, solid management teams, sustainable growth potential and are attractively valued. The fund 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.

Fees

Fees are Above Average compared to funds in the same category.
Sentinel Small Company Fund has an expense ratio of 1.21 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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