Sentinel Growth Leaders A (BRFOX)
13.70
0.18(1.30%) Jun 19
| Prev Close: | 13.88 |
|---|
| YTD Return*: | 7.72% |
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| Net Assets*: | 26.45M |
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| Yield*: | N/A |
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* As of 31-Mar-13
Quotes delayed, except where indicated otherwise. Currency in USD.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| AAPL | 6.01 | -18.91 |
| IBM | 5.66 | 11.32 |
| QCOM | 5.25 | 7.10 |
| V | 4.64 | 10.62 |
| BLK | 4.54 | 23.19 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 26.45M |
| Category: | Large Growth |
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| Annual Report Expense Ratio (net): | 1.58% |
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Performance & Risk
| YTD Return: | 7.72% |
| 5y Avg Return: | 2.49% |
| Rank in Category (ytd): | 75 |
| % Rank in Category (ytd): | 4.31% |
| Beta (3y): | 1.02 |
| Morningstar Risk Rating: | 2 |
Fund Summary
The investment seeks long-term capital appreciation.
The fund typically invests in 30-40 common stocks from any economic sector, and at times, it may emphasize one or more particular sectors. It may invest up to 25% of its net assets in a single industry. While the fund typically focuses on securities of U.S. companies, it may without limitation, invest in securities of foreign issuers. It is non-diversified.
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