Sentinel Small Pany Fund Quote

SAGWX Fund  USD 6.47  0.11  1.73%   

Performance

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Odds Of Distress

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Low
Sentinel Small is trading at 6.47 as of the 13th of September 2025; that is 1.73% up since the beginning of the trading day. The fund's open price was 6.36. Sentinel Small has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 14th of August 2025 and ending today, the 13th of September 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

  0.92TVOYX Touchstone Small CapPairCorr
  0.64TEGCX Touchstone Sands CapitalPairCorr
  0.72TEGAX Mid Cap GrowthPairCorr
  0.69TEGIX Mid Cap GrowthPairCorr
  0.69TEGYX Mid Cap GrowthPairCorr

Sentinel Mutual Fund Highlights

Fund ConcentrationTouchstone Funds, Large Funds, Small Blend Funds, Small Blend, Touchstone, Large, Small Blend (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date28th of October 2022
Fiscal Year EndJune
Sentinel Small Pany [SAGWX] is traded in USA and was established 13th of September 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 833.06 M in assets with no minimum investment requirementsSentinel Small Pany is currently producing year-to-date (YTD) return of 3.01% with the current yeild of 0.0%, while the total return for the last 3 years was 11.38%.
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

GMEDGlobus MedicalStockHealth Care
PWRQuanta ServicesStockIndustrials
FLFoot LockerStockConsumer Discretionary
EVREvercore PartnersStockFinancials
BLMNBloomin BrandsStockConsumer Discretionary
SFMSprouts Farmers MarketStockConsumer Staples
ENSEnersysStockIndustrials
PLAYDave Busters EntertainmentStockConsumer Discretionary
More Details

Sentinel Small Pany Risk Profiles

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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