Sentinel Low Duration Bond Fund Class S

 (MUTF:SSSGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +0.16%
   
4 week   +0.91%
   
3 month   +1.41%
   
YTD   +2.28%
   
1 year   +1.24%
   
3 years*   +0.59%
   
5 years*   +0.10%
   
*annualized
Best 3 month return+2.50%  
Worst 3 month return-2.03%  

Morningstar statistics

Morningstar category: Short-Term Bond
  Return Risk Rating
3 years Low Above Average
5 years Low Average
10 years Below Average Below Average
Overall Low Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets392.99M 
Front load-  
Deferred load-  
Expense ratio1.07%  
Management fee-  
Fund familySentinel 

Asset allocation

Cash21.63%  
Stocks0.00%  
Bonds77.87%  
Preferred0.03%  
Convertible0.01%  
Other0.45%  

Purchase information

Initial$1,000  
Additional$50  
IRA Initial$1,000  
AIP Initial$50  
AIP Additional$50  
8.550.00(0.00%)
Jul 24, 8:00PM EDT 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 manager expects 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* -0.58 -0.59 -0.64 0.16
Beta* 0.20 0.21 0.17 0.23
Mean annual return 0.06 0.03 0.00 0.17
R-squared* 3.86 9.66 10.23 26.22
Standard deviation 2.35 1.79 1.45 1.50
Sharpe ratio 0.24 0.13 -0.02 0.77
* Against standard index

Top 10 holdings