Mutual Fund Insights: Sentinel Mid Cap Value Instl Fund (SYVIX)

In-depth Analysis of Sentinel Mid Cap Value Instl Fund (SYVIX)

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See Sentinel Mid Cap Value Instl Fund (SYVIX) performance details as of February 28, 2010

  

Last Trade: $12.71 on 3/19/2010, Change: -0.15 (-1.17%)

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Fund Manager - Michael Steinberg

Fund Manager Tenure: 8.4 years   [Similar Funds: SYVAX  SYVCX ]
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

Steinberg?s career in investment management spans over 40 years. He founded Steinberg Asset Management (SAM) as a value research boutique in 1982, which evolved into an asset management firm specializing in small and mid-cap value portfolios. Prior to 1982, he spent five years as a partner at Sloate Weisman Murray & Steinberg, a money management and brokerage firm.  Get more insights on Michael Steinberg

  

 What we like about Sentinel Mid Cap Value Instl Fund (SYVIX)

Data for Sentinel Mid Cap Value Instl Fund (SYVIX) as of February 28, 2010

• Sentinel Mid Cap Value Instl Fund (SYVIX) management has been with Sentinel Mid Cap Value Instl Fund for 8.4 years
• Sentinel Mid Cap Value Instl Fund (SYVIX) has good mid-term performance (3-year return -5.64% vs -5.22 % Mid-Cap Blend category average)
• Sentinel Mid Cap Value Instl Fund (SYVIX) has good Long-term performance (5-year return 2.47% vs 1.65 % Mid-Cap Blend category average)
• Sentinel Mid Cap Value Instl Fund (SYVIX) ratio of up-years vs down years is greater than 2
• Sentinel Mid Cap Value Instl Fund (SYVIX) has a Morningstar rating of 4 and above
• Sentinel Mid Cap Value Instl Fund (SYVIX) has an annual stock turnover rate of 50.00% vs Mid-Cap Blend average of 98.84%. It is good that Sentinel Mid Cap Value Instl management does not trade extensively for its return.
• Sentinel Mid Cap Value Instl Fund (SYVIX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.84, lower than category average of 24.26
• Sentinel Mid Cap Value Instl Fund (SYVIX) has a lower management fee than its Mid-Cap Blend average: 0.92% vs 1.38%
• Sentinel Mid Cap Value Instl Fund (SYVIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Sentinel Mid Cap Value Instl Fund (SYVIX)

Data for Sentinel Mid Cap Value Instl Fund (SYVIX) as of February 28, 2010

• Sentinel Mid Cap Value Instl Fund is a focused fund with 50.54% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Sentinel Mid Cap Value Instl Fund (SYVIX) has a less-than-ideal short-term performance (1-year return 58.76% vs 65.14 % Mid-Cap Blend category average)
• Sentinel Mid Cap Value Instl Fund (SYVIX) is less safe compared to its Mid-Cap Blend peers
• Sentinel Mid Cap Value Instl Fund (SYVIX) does not have a good risk adjusted return as its 3-year Alpha of 1.45 is worse than category average of 2.24, and its 3-year Sharpe ratio is -0.2

See Sentinel Mid Cap Value Instl Fund (SYVIX) performance details as of February 28, 2010

  

  

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Sentinel Mid Cap Value Instl Fund (SYVIX) Net Asset

Track net asset change of Sentinel Mid Cap Value Instl fund (SYVIX)

Date	Net Asset
02/2010	$186.84M
01/2010	$83.54M
11/2009	$83.53M

More historic net asset information on Sentinel Mid Cap Value Instl Fund (SYVIX)

  

Sentinel Mid Cap Value Instl Fund (SYVIX) Portfolio Allocation

Track portfolio allocation change of Sentinel Mid Cap Value Instl fund (SYVIX)

Date	Cash	Stock	Bond	Other
01/2010	5.99%	92.59%	1.42%	0%
09/2009	8.41%	91.59%	0%	0%
06/2009	8.49%	91.51%	0%	0%

Click here to see more historic asset allocation information on Sentinel Mid Cap Value Instl Fund (SYVIX)

  

Most Recent Top 10 Holdings in Sentinel Mid Cap Value Instl Fund (SYVIX)

Discover what Sentinel Mid Cap Value Instl Fund (SYVIX) manager is buying

31-Jan-10 Golar LNG Limited [6.88%] Arch Capital Group Ltd. [6.79%] Laboratory Corporation of Ameri [6.12%] Willis Group Holdings Public Li [5.82%] Ralcorp Holdings, Inc. Common S [5.51%] Waste Connections Inc. Common S [4.96%] IAC/InterActiveCorp [4.36%] Internationa Flavors & Fragranc [3.41%] Neustar, Inc. Neustar, Inc. Cla [3.36%] [3.33%]

30-Sep-09 Golar LNG Limited [7.92%] WILLIS GROUP HOLDING [6.16%] Arch Capital Group Ltd. [5.92%] LABORATORY CORP NEW [5.28%] IAC/InterActiveCorp [4.46%] NEUSTAR, INC. CL A [4.27%] News Corporation [4.16%] THERMO FISHER SCIENT [4.06%] Arrow Energy Limited [3.68%] WASTE CONNECTIONS [3.62%]

30-Jun-09 Golar LNG Limited [6.52%] WILLIS GROUP HOLDING [5.99%] LABORATORY CORP NEW [5.53%] Arch Capital Group Ltd. [5.28%] THERMO FISHER SCIENT [5.17%] Keppel Corp. Limited (ADR) [5%] LIONS GATE ENTMT CP [4.69%] IAC/InterActiveCorp [4.24%] Delta Petroleum Corporation [4.21%] AEGEAN MARINE PETROL [3.48%]

Click here for Stock Holding Change Map in Sentinel Mid Cap Value Instl Fund (SYVIX)

  

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Latest News on Sentinel Mid Cap Value Instl (SYVIX)

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See more information on Sentinel Mid Cap Value Instl Fund (SYVIX)

• Sentinel Mid Cap Value Instl Fund Insights
• Sentinel Mid Cap Value Instl Fund Performance Data
• Sentinel Mid Cap Value Instl Fund News
• Sentinel Mid Cap Value Instl Fund Score Explaination
• Sentinel Mid Cap Value Instl Fund Manager Information
• Historic Sentinel Mid Cap Value Instl Fund Asset Allocation Report
• Historic Sentinel Mid Cap Value Instl Fund Top 10 Holding Tracking
• Historic Sentinel Mid Cap Value Instl Fund Asset Under Management Tracking