Sentinel Low Duration Bond Fund Class S

 (MUTF:SSSGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.12%
   
1 week   +0.17%
   
4 week   +0.52%
   
3 month
   
-0.66%  
YTD   +0.40%
   
1 year   +0.18%
   
3 years*
   
-0.25%  
5 years*   +0.33%
   
*annualized
Best 3 month return+2.50%  
Worst 3 month return-1.14%  

Morningstar statistics

Morningstar category: Short-Term Bond
  Return Risk Rating
3 years Low Average
5 years Low Average
10 years Below Average Low
Overall Low Average

Key statistics

Total assets666.24M 
Front load-  
Deferred load-  
Expense ratio1.04%  
Management fee-  
Fund familySentinel 

Asset allocation

Cash8.58%  
Stocks0.00%  
Bonds91.42%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$50  
IRA Initial$1,000  
AIP Initial$1,000  
AIP Additional$50  
8.680.00(0.00%)
Jan 27, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks high current income and limited fluctuations in principal value. The fund normally invests at least 80% of its net assets in fixed income instruments and related derivatives. It seeks to achieve its investment objective by investing principally in a diversified portfolio of fixed income instruments of varying maturities, and related derivatives. The managers expect to invest at least 50% of its total assets in investment grade debt securities.
Fund filings (PDF) »
Asset manager:
Jason Doiron (Started: Mar 29, 2012)
Advisor Company:
Sentinel Asset Management, Inc.
Fund family reports on Morningstar »
Sentinel, 1 Financial Life Drive, Montpelier, VT 05604, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -3.04 -0.96 -0.77 -0.32
Beta* 0.52 0.20 0.26 0.27
Mean annual return 0.00 -0.03 0.04 0.17
R-squared* 50.43 20.84 34.58 42.94
Standard deviation 1.69 1.19 1.21 1.34
Sharpe ratio -0.02 -0.36 0.31 0.39
* Against standard index

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FNMA CMO 3% 2.75%  
FHLMC CMO 1.25% 2.45%  
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FNMA CMO 3.25% 2.13%  
WACHOVIA CMBS 2007-C30 1.94%