Sentinel Small Pany Fund Quote
SIGWX Fund | USD 7.03 0.03 0.42% |
PerformanceSolid
| Odds Of DistressLow
|
Sentinel Small is trading at 7.03 as of the 20th of July 2025; that is 0.42 percent decrease since the beginning of the trading day. The fund's open price was 7.06. Sentinel Small has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 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 Pany
Moving together with 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 | 30th of June 2025 |
Expense Ratio Date | 28th of October 2022 |
Fiscal Year End | June |
Sentinel Small Pany [SIGWX] is traded in USA and was established 20th of July 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 903.39 M in assets with no minimum investment requirementsSentinel Small Pany is currently producing year-to-date (YTD) return of 2.88% with the current yeild of 0.0%, while the total return for the last 3 years was 12.98%.
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 Pany 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 Pany Mutual Fund Constituents
ONTO | Onto Innovation | Stock | Information Technology | |
PWR | Quanta Services | Stock | Industrials | |
MMS | Maximus | Stock | Industrials | |
RBC | RBC Bearings Incorporated | Stock | Industrials | |
MBUU | Malibu Boats | Stock | Consumer Discretionary | |
SKYW | SkyWest | Stock | Industrials | |
ASH | Ashland Global Holdings | Stock | Materials | |
GBCI | Glacier Bancorp | Stock | Financials |
Sentinel Small Pany Risk Profiles
Mean Deviation | 0.8227 | |||
Semi Deviation | 0.7897 | |||
Standard Deviation | 1.1 | |||
Variance | 1.2 |
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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