Sentinel Small Fund Quote
| SSRRX Fund | USD 5.55 0.05 0.91% |
PerformanceVery Weak
| Odds Of DistressLow
|
Sentinel Small is trading at 5.55 as of the 14th of April 2025; that is 0.91% up since the beginning of the trading day. The fund's open price was 5.5. Sentinel Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 14th of January 2025 and ending today, the 14th of April 2025. Click here to learn more.
The fund invests at least 80 percent of its assets in small-capitalization companies. Small capitalization companies are companies that have market capitalizations within the range represented in the Russell 2000 Index. It invests primarily in common stocks of small-capitalization companies that the sub-advisor believes are high quality, have superior business models, solid management teams, sustainable growth potential and are attractively valued. More on Sentinel Small
Moving together with Sentinel Mutual Fund
| 0.86 | TVOYX | Touchstone Small Cap | PairCorr |
| 0.9 | TEGAX | Mid Cap Growth | PairCorr |
| 0.89 | TEGIX | Mid Cap Growth | PairCorr |
| 0.91 | SAGWX | Sentinel Small Pany | PairCorr |
Moving against Sentinel Mutual Fund
Sentinel Mutual Fund Highlights
| Fund Concentration | Touchstone Funds, Large Funds, Small Blend Funds, Small Blend, Touchstone, Large, Small Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
Sentinel Small [SSRRX] is traded in USA and was established 14th of April 2025. Sentinel Small is listed under Touchstone category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Touchstone family. This fund at this time has accumulated 1.38 B in assets with minimum initial investment of 50 K. Sentinel Small is currently producing year-to-date (YTD) return of 3.95% with the current yeild of 0.01%, while the total return for the last 3 years was 1.39%.
Check Sentinel Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sentinel Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sentinel Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sentinel Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Sentinel Small Mutual Fund Constituents
| CVBF | CVB Financial | Stock | Financials | |
| PLAY | Dave Busters Entertainment | Stock | Consumer Discretionary | |
| FTDR | Frontdoor | Stock | Consumer Discretionary | |
| QLYS | Qualys Inc | Stock | Information Technology | |
| MBUU | Malibu Boats | Stock | Consumer Discretionary | |
| VRNT | Verint Systems | Stock | Information Technology | |
| KBR | KBR Inc | Stock | Industrials | |
| WAL | Western Alliance Bancorporation | Stock | Financials |
Sentinel Small Risk Profiles
| Mean Deviation | 1.21 | |||
| Standard Deviation | 1.89 | |||
| Variance | 3.59 | |||
| Risk Adjusted Performance | (0.15) |
Sentinel Small Against Markets
Other Information on Investing in Sentinel Mutual Fund
Sentinel Small financial ratios help investors to determine whether Sentinel Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sentinel with respect to the benefits of owning Sentinel Small security.
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