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Fund Intelligence | Best Managers | SIBWX Insights | SIBWX Score | SIBWX Performance | SIBWX Manager | SIBWX News | SIBWX Allocation | SIBWX Holdings Change

Mutual Fund Insights: Sentinel Government Securities I Fund (SIBWX)

In-depth Analysis of Sentinel Government Securities I Fund (SIBWX)

Mutual fund chart: Sentinel Government Securities I Fund (SIBWX)

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See Sentinel Government Securities I Fund (SIBWX) performance details as of January 31, 2010

  

    Last Trade: $10.84 on 3/16/2010, Change: +0.02 (0.18%)

  

Fund Manager - David M. Brownlee

Fund Manager Tenure: 16.7 years
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
Brownlee joined National Life Investment Management Company and Sentinel Advisors as a vice president and portfolio manager in July 1993. From 1987 to 1993, he was a managing director at Aetna Life and Casualty. Previously, he spent a year as a portfolio manager with MetLife-State Street. Brownlee holds the Chartered Financial Analyst designation.  Get more insights on David M. Brownlee

  

What we like about Sentinel Government Securities I Fund (SIBWX) What we like about Sentinel Government Securities I Fund (SIBWX)

Data for Sentinel Government Securities I Fund (SIBWX) as of January 31, 2010

  • Sentinel Government Securities I Fund (SIBWX) management has been with Sentinel Government Securities I Fund for 16.7 years
  • Sentinel Government Securities I Fund (SIBWX) has good mid-term performance (3-year return 7.59% vs 5.79% Intermediate Government category average)
  • Sentinel Government Securities I Fund (SIBWX) has good Long-term performance (5-year return 5.72% vs 4.42% Intermediate Government category average)
  • Sentinel Government Securities I Fund (SIBWX) ratio of up-years vs down years is greater than 2
  • Sentinel Government Securities I Fund (SIBWX) has a Morningstar rating of 4 and above
  • Sentinel Government Securities I Fund (SIBWX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.47, lower than category average of 4.17
  • Sentinel Government Securities I Fund (SIBWX) has a lower management fee than its Intermediate Government average: 0.60% vs 1.01%
  • Sentinel Government Securities I Fund (SIBWX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Sentinel Government Securities I Fund (SIBWX) What we are cautious about Sentinel Government Securities I Fund (SIBWX)

Data for Sentinel Government Securities I Fund (SIBWX) as of January 31, 2010

  • Sentinel Government Securities I Fund is a focused fund with 52.40% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Sentinel Government Securities I Fund (SIBWX) has a less-than-ideal short-term performance (1-year return 6.25% vs 6.76% Intermediate Government category average)
See Sentinel Government Securities I Fund (SIBWX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Intermediate Government category?

Below are some additional Intermediate Government mutual funds generated out of our database

  

Sentinel Government Securities I Fund (SIBWX) Net Asset

Track net asset change of Sentinel Government Securities I fund (SIBWX)

DateNet Asset
01/2010$91.94M
11/2009$96.81M
10/2009$95.60M
More historic net asset information on Sentinel Government Securities I Fund (SIBWX)

  

Sentinel Government Securities I Fund (SIBWX) Portfolio Allocation

Track portfolio allocation change of Sentinel Government Securities I fund (SIBWX)

DateCashStockBondOther
09/20090.73%0%97.86%1.42%
07/20090%0%100%0%
06/20090.35%0%99.65%0%
Click here to see more historic asset allocation information on Sentinel Government Securities I Fund (SIBWX)

  

Most Recent Top 10 Holdings in Sentinel Government Securities I Fund (SIBWX)

Discover what Sentinel Government Securities I Fund (SIBWX) manager is buying

30-Sep-09
US Treasury Note 3.125% [13.3%]
United States Treas Bds 3.5% [9.55%]
GNMA 5% [5.8%]
FNMA 5% [4.39%]
FNMA 5% [4.15%]
FNMA 5% [3.98%]
FNMA 5.5% [3.61%]
FNMA 5% [3.48%]
FNMA 4.5% [3.29%]
FNMA 4.5% [3.17%]

31-Jul-09
US TREASURY BOND [8.93%]
US Treasury Note 3.125% [6.82%]
GNMA 5% [5.98%]
FNMA 6.5% [4.36%]
FNMA 5% [4.32%]
FNMA [3.88%]
FNMA 4.5% [3.8%]
FNMA 4.5% [3.57%]
FNMA 6.5% [3.33%]
FNMA [3.01%]

30-Jun-09
US TREASURY BOND [8.93%]
US Treasury Note 3.125% [6.82%]
GNMA 5% [5.98%]
FNMA 6.5% [4.36%]
FNMA 5% [4.32%]
FNMA [3.88%]
FNMA 4.5% [3.8%]
FNMA 4.5% [3.57%]
FNMA 6.5% [3.33%]
FNMA [3.01%]
Click here for Stock Holding Change Map in Sentinel Government Securities I Fund (SIBWX)

  

Related books and products to Sentinel Government Securities I Fund (SIBWX)

  

Latest News on Sentinel Government Securities I (SIBWX)

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