… Citizens Value, has been managed by Dan Manion and Helena Ocampo as a socially responsible counterpart to Sentinel Common Stock SENCX , where Manion is lead manager and Ocampo is an analyst. That means it can't own alcohol, tobacco, defense, or nuclear …
Management's aversion to richly valued stocks can hold the fund back in growth rallies.Returns have generally been good relative to the large-blend category and the S&P 500.The fund has been less volatile than its average peer.Dan Manion has been this fund's lead manager since September 2004 after
… About two thirds of assets are allocated to a stock sleeve that's managed by Dan Manion as a clone of Sentinel Common Stock SENCX , which he has managed since 1994. That portfolio consists mainly of large multinational stocks that are reasonably priced …
Sentinel is one of the oldest mutual fund shops around, with two funds ( Sentinel Common Stock SENCX and Sentinel Balanced SEBLX) tracing their origins back to the 1930s. Despite being owned by a large insurance company (National …
… 088 11.0 Pioneer PIODX 2/10/1928 6,917 10.5 Century Shares Trust CENSX 3/1/1928 185 10.5 Sentinel Common Stock SENCX 1/2/1934 1,236 10.3 Fidelity FFIDX 4/30/1930 5,675 10.1 CGM Mutual LOMMX 11/6/1929 593 9.5 AllianceBern …
… pharmaceutical bellwether is cheap. Health, Consumer, and Energy Stocks Ready to Shine, Says Sentinel Manager Sentinel Common Stock SENCX and Sentinel Balanced SEBLX lead manager Van Harissis favors inexpensively priced large caps. Although financials are a traditional …
… on Brayman's Sentinel fund as analyst and trader, respectively), Van Harissis (former manager of Sentinel Common Stock SENCX ), and Dan Butler (formerly an analyst at Principal). Champlain has been 100% employee-owned since the end of 2008 …
… Val TBGVX Foreign Lg Value 12 . 7 14 1 16 . 9 Brown Capital Sm Co BCSIX Small Growth 14 . 0 14 10 17 . 8 Sentinel Common Stock SENCX Large Blend 17 . 3 15 26 15 . 7 FPA Capital FPPTX Mid - Cap Value 18 . 0 17 7 25 . 8 LeggMason ClearBrdgAggGr SHRAX Large Growth …
… due to the fund's structure. It's split between a stock portion run by Dan Manion as a clone of his Sentinel Common Stock SENCX , and a smaller bond portion managed by David Brownlee as a clone of his Sentinel Government Securities SEGSX. Both of these …
… worked on Brayman's Sentinel fund as analyst and trader, respectively; Van Harissis, former manager of Sentinel Common Stock SENCX ; and Dan Butler, formerly an analyst at Principal. Champlain has been 100% employee-owned since the end of 2008.USACIPSXSupporting …