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Sentinel Sustainable Mid Cap Opp: (MF: WAEGX)

(MF) As of Oct 17, 2014 06:06 PM ET

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$18.57 USD

+0.18 (0.98%)

Zacks MF Rank : 2 - Buy [?]   2      

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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General Information as of Aug 31, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Aug 31, 2014) 6.42
Objective Mid Cap Growth
Peer AG MG

Zacks Premium Research for WAEGX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Buy 2
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 17.05
Net Assets (Mil $) 8/31/2014 128.65
%Turnover 8/31/2014 64.00

Allocation

% of Portfolio
Large Growth 0.00
Large Value 53.94
Small Growth 16.11
Small Value 20.90
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 8/31/2014 % of Portfolio
Technology 24.00
Industrial Cyclical 23.73
Finance 11.78
Retail Trade 8.05
Non-Durable 7.50
Energy 6.70
Other 6.50
Health 5.30
Consumer Durables 2.76
Utilities 2.13
Services 1.55

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2014)
% of Portfolio Value (Mil$)
DENTSPLY INTERNATIONAL IN 2.20 2.93
ITC HOLDINGS CORP 2.13 2.84
RIVERBED TECHNOLOGY INC 2.06 2.75
QUANTA SERVICES INC 2.05 2.73
ALTERA CORP 2.02 2.69
MEDNAX INC 2.00 2.66
NUANCE COMMUNICATIONS INC 1.99 2.66
JARDEN CORP 1.99 2.65
WASTE CONNECTIONS INC 1.99 2.65

Stock Holding % of Net Assets

As Of 5/31/2014
Total Issues 64
Avg. P/E 27.47
Avg. P/Book 3.29
Avg. EPS Growth 11.28
Avg. Market Value (Mil $) 6,799

Risk

3 Year 5 Year 10 Year
Beta 1.05 0.99 1.04
Alpha -4.77 -0.15 -0.73
R Squared 0.87 0.87 0.81
Std. Dev. 13.02 14.03 17.09
Sharpe 1.28 1.24 4.00