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Mutual Fund Insights: Sentinel Sustainable Growth Opp I Fund (CEGIX)

In-depth Analysis of Sentinel Sustainable Growth Opp I Fund (CEGIX)

Mutual fund chart: Sentinel Sustainable Growth Opp I Fund (CEGIX)

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See Sentinel Sustainable Growth Opp I Fund (CEGIX) performance details as of January 31, 2010

  

    Last Trade: $13.31 on 3/17/2010, Change: +0.09 (0.68%)
Experiment our closing price forecasting tool for Sentinel Sustainable Growth Opp I Fund (CEGIX) (alpha release)

  

Fund ManagerFund Manager - Elizabeth R. Bramwell

Fund Manager Tenure: 1.2 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Bramwell is portfolio manger with Sentinel. Prior to joining Sentinel, she was the chief executive officer of Bramwell Capital Management, Inc., which she founded in 1994, and the chair, president and chief investment officer of The Bramwell Funds, Inc. Bramwell holds the Chartered Financial Analyst designation.  Get more insights on Elizabeth R. Bramwell

  

What we like about Sentinel Sustainable Growth Opp I Fund (CEGIX) What we like about Sentinel Sustainable Growth Opp I Fund (CEGIX)

Data for Sentinel Sustainable Growth Opp I Fund (CEGIX) as of January 31, 2010

  • Sentinel Sustainable Growth Opp I Fund (CEGIX) ratio of up-years vs down years is greater than 2
  • Sentinel Sustainable Growth Opp I Fund (CEGIX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.79, lower than category average of 23.72
  • Sentinel Sustainable Growth Opp I Fund (CEGIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Sentinel Sustainable Growth Opp I Fund (CEGIX) What we are cautious about Sentinel Sustainable Growth Opp I Fund (CEGIX)

Data for Sentinel Sustainable Growth Opp I Fund (CEGIX) as of January 31, 2010

  • Sentinel Sustainable Growth Opp I Fund (CEGIX) management has been with Sentinel Sustainable Growth Opp I Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
  • Sentinel Sustainable Growth Opp I Fund (CEGIX) has a less-than-ideal short-term performance (1-year return 29.19% vs 39.73% Mid-Cap Growth category average)
  • Sentinel Sustainable Growth Opp I Fund (CEGIX) has a less-than-ideal mid-term performance (3-year return -11.42% vs -5.54% Mid-Cap Growth category average)
  • Sentinel Sustainable Growth Opp I Fund (CEGIX) has a less-than-ideal Long-term performance (5-year return -1.69% vs 1.43% Mid-Cap Growth category average)
  • Sentinel Sustainable Growth Opp I Fund (CEGIX) has a Morningstar rating of 3 and below
  • Sentinel Sustainable Growth Opp I Fund (CEGIX) does not have a good risk adjusted return as its 3-year Alpha of -3.65 is worse than category average of 3.29, and its 3-year Sharpe ratio is -0.5
  • Sentinel Sustainable Growth Opp I Fund (CEGIX) has a higher management fee of 1.75% than its Mid-Cap Growth average of 1.46%
See Sentinel Sustainable Growth Opp I Fund (CEGIX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Growth category?

Below are some additional Mid-Cap Growth mutual funds generated out of our database

  

Sentinel Sustainable Growth Opp I Fund (CEGIX) Net Asset

Track net asset change of Sentinel Sustainable Growth Opp I fund (CEGIX)

DateNet Asset
01/2010$1.05M
11/2009$1.12M
10/2009$1.21M
More historic net asset information on Sentinel Sustainable Growth Opp I Fund (CEGIX)

  

Sentinel Sustainable Growth Opp I Fund (CEGIX) Portfolio Allocation

Track portfolio allocation change of Sentinel Sustainable Growth Opp I fund (CEGIX)

DateCashStockBondOther
09/20094.94%93.64%0%1.42%
07/20093.32%92.25%3.02%1.41%
06/20098.7%89.86%0%1.44%
Click here to see more historic asset allocation information on Sentinel Sustainable Growth Opp I Fund (CEGIX)

  

Most Recent Top 10 Holdings in Sentinel Sustainable Growth Opp I Fund (CEGIX)

Discover what Sentinel Sustainable Growth Opp I Fund (CEGIX) manager is buying

30-Sep-09
Cognizant Technology Solutions [2.98%]
BLACKROCK INC [2.5%]
Dollar Tree, Inc. [2.4%]
Life Technologies Corporation [2.16%]
Express Scripts, Inc. [2.16%]
AUTOZONE INC [2.13%]
AIRGAS INC [2.1%]
AEROPOSTALE INC [2.1%]
V F CP [1.98%]
Northern Trust Corporation [1.91%]

31-Jul-09
BLACKROCK INC [2.93%]
Cognizant Technology Solutions [2.44%]
Dollar Tree, Inc. [2.44%]
Life Technologies Corporation [2.26%]
DOLBY LABORATORIES [2.22%]
Express Scripts, Inc. [2.08%]
V F CP [1.89%]
AEROPOSTALE INC [1.88%]
MCAFEE, INC [1.85%]
Chattem, Inc. [1.8%]

30-Jun-09
BLACKROCK INC [2.78%]
Dollar Tree, Inc. [2.29%]
Equinix, Inc. [2.27%]
Cognizant Technology Solutions [2.27%]
MCAFEE, INC [2.16%]
[2.13%]
Express Scripts, Inc. [2.1%]
DOLBY LABORATORIES [2.05%]
Chattem, Inc. [2.01%]
AEROPOSTALE INC [1.82%]
Click here for Stock Holding Change Map in Sentinel Sustainable Growth Opp I Fund (CEGIX)

  

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