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SAGWX Sentinel Small Company A

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Fund SAGWX Sentinel Small Company A BIASX Brown Advisory Small-Cap Growth Inv  
100% 88%
Annual Fees
(1.21% Exp. Ratio)
(1.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$35,728.08 $36,495.41
Est. savings over 30 yrs +$767.33
As of 9/30/16
1 YR RETURN 16.25%
3 YR 7.59%
5 YR 14.40%
10 YR 8.34%
1 YR RETURN 20.69%
3 YR 9.12%
5 YR 17.08%
10 YR 10.15%
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.
The investment seeks to achieve capital appreciation by primarily investing in equity securities. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small domestic companies. Small companies, according to the Adviser, are companies whose market capitalizations are generally less than $6 billion at the time of purchase. It invests primarily in companies the Adviser believes have above average growth prospects.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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