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Sentinel Sustainable Mid Cap Opp: (MF: WAEGX)

(MF) As of Apr 15, 2014 06:06 PM ET

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$19.22 USD

+0.11 (0.58%)

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 Mar 31, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) 2.87
Objective* Equity - Aggressive Growth
Peer* AG MG

*Key

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)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 20.87
Net Assets (Mil $) 3/31/2014 128.44
%Turnover 3/31/2014 45.00

Allocation

% of Portfolio
Large Growth 23.17
Large Value 37.24
Small Growth 0.00
Small Value 31.98
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 3/31/2014 % of Portfolio
Technology 22.64
Industrial Cyclical 21.17
Finance 13.36
Retail Trade 9.29
Non-Durable 6.47
Other 6.40
Energy 6.19
Health 5.73
Consumer Durables 3.78
Services 3.41
Utilities 1.56

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2013)
% of Portfolio Value (Mil$)
QUANTA SERVICES INC 2.27 2.98
FOOT LOCKER INC 2.14 2.81
DENTSPLY INTERNATIONAL IN 2.11 2.78
SKYWORKS SOLUTIONS INC 2.00 2.63
MICROCHIP TECHNOLOGY INC 1.91 2.52
RIVERBED TECHNOLOGY INC 1.88 2.47
HANESBRANDS INC 1.87 2.46
JOHN WILEY & SONS INC 1.85 2.43
JARDEN CORP 1.74 2.29

Stock Holding % of Net Assets

As Of 11/30/2013
Total Issues 72
Avg. P/E 25.70
Avg. P/Book 3.35
Avg. EPS Growth 11.99
Avg. Market Value (Mil $) 6,653

Risk

3 Year 5 Year 10 Year
Beta 0.99 0.96 1.04
Alpha -1.86 0.29 -1.01
R Squared 0.88 0.87 0.81
Std. Dev. 13.21 14.33 17.19
Sharpe 1.00 1.50 4.00