The folks at Sentinel Investments
] are preparing to merge several mutual funds with a combined $1.2305 billion in AUM.
| Jason Ronovech|
Portfolio Manager, Senior Vice President
In a filing this week the mutual fund arm of Vermont-based insurer National Life confirms
plans for two mutual fund reorganizations. The two-star, $103.4-million Sentinel Mid Cap Fund
will merge into the three-star, $792.8-million Sentinel Small Company Fund
. And the $113.5-million Sentinel Sustainable Mid Cap Opportunity Fund
will merge into the $220.8-million Sentinel Sustainable Core Opportunity Fund
. Both mergers are slated for March 24.
could not immediately reach John Haase
, head of marketing for Sentinel, for comment on the fund reorganizations.
, senior vice president at Sentinel, PMs both the Mid Cap and the Small Company funds for Sentinel. The Mid Cap Fund first launched in 1969, while the Small Company Fund launched in 1993.
| Helena Ocampo|
Vice President, Portfolio Manager
Ronovech also PMs the Sustainable Mid Cap Opportunity Fund, which launched in 1994. Sentinel vice president Helena Ocampo
PMs the Sustainable Core Opportunity Fund, which launched in 1996.
Sentinel currently offers
12 retail mutual funds, including the four that will merge.
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