SAGWX Rating, Research - Sentinel Small Company A

Sentinel Small Company A (sagwx)

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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

BUY

SWOT Statistics

Strengths + Opportunities = 35

Threats + Weaknesses = 13

When strengths & opportunities substantially exceed threats & weaknesses an investment in the sagwx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Sentinel Small Company A (SAGWX) Description: SAGWX is a mutual fund, which is an investment that owns a basket of assets. The SAGWX mutual fund was provided by Sentinel and this investment vehicle derives the majority of its value from equity holdings (stocks). Sentinels mutual fund has a medium management tenure and is in the large fund size classification. SAGWXs minimum initial investment amount is $1000 while the IRA minimum is $1000. SAGWXs expense ratio is roughly 1%. The latest SAGWXs front end load was 5% and the back end load was 0%. The Sentinel Small Company A (SAGWX) mutual fund falls under the small growth category. SAGWX focuses its investments in USA and SAGWX is not affiliated with a particular industry or fund sector. The Sentinel Small Company A (SAGWX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SAGWXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SAGWXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests in other mutual funds rather than directly in portfolio securities like stocks (see stock research), bonds and money market instruments. It allocates its assets primarily to domestic equity securities (see equity research) and, to a lesser extent, foreign and multinational equity securities (see equity research), by investing in a weighted combination of other mutual funds managed by Lord, Abbett & Co. LLC that hold such instruments.


Management Analysis Update

Sentinel Small Company A's management team has a long history of working together. This helps ensure consistent future returns. The sagwx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.


Performance Analysis Update