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SSRRX Sentinel Small Company R6

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Fund SSRRX Sentinel Small Company R6
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Similarity
?
100%
Annual Fees
?
$79.19
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$40,717.84
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 13.07%
3 YR 8.00%
5 YR 13.23%
10 YR 8.13%
Description
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.

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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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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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