Four Sentinel Funds Will Become Two
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Wednesday, January 13, 2016

Four Sentinel Funds Will Become Two

The folks at Sentinel Investments [profile] are preparing to merge several mutual funds with a combined $1.2305 billion in AUM.

Jason Ronovech
Sentinel Investments
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.

MFWire could not immediately reach John Haase, head of marketing for Sentinel, for comment on the fund reorganizations.

Jason Ronovech, 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
Sentinel Investments
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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