Sentinel Small Fund Quote
SSRRX Fund | USD 6.17 0.10 1.65% |
Performance6 of 100
| Odds Of DistressLess than 39
|
Sentinel Small is trading at 6.17 as of the 28th of March 2024; that is 1.65 percent increase since the beginning of the trading day. The fund's open price was 6.07. Sentinel Small has about a 39 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Sentinel Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. 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
0.79 | TVOYX | Touchstone Small Cap | PairCorr |
0.82 | TEGCX | Touchstone Sands Capital | PairCorr |
0.86 | TEGAX | Mid Cap Growth | PairCorr |
0.86 | TEGIX | Mid Cap Growth | PairCorr |
0.92 | TEGYX | Mid Cap Growth | PairCorr |
0.89 | SAGWX | Sentinel Small Pany | PairCorr |
Sentinel Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Sentinel Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Sentinel Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Touchstone Funds, Large Funds, Small Blend Funds, Small Blend, Touchstone, Large, Small Blend (View all Sectors) |
Update Date | 31st of March 2024 |
Sentinel Small [SSRRX] is traded in USA and was established 28th of March 2024. 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 3.4%, while the total return for the last 3 years was 3.83%.
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
OFIX | Orthofix Medical | Stock | Health Care |
THS | Treehouse Foods | Stock | Consumer Staples |
EHC | Encompass Health Corp | Stock | Health Care |
SKYW | SkyWest | Stock | Industrials |
ENS | Enersys | Stock | Industrials |
CVBF | CVB Financial | Stock | Financials |
CR | Crane Company | Stock | Industrials |
Sentinel Small Target Price Odds Analysis
Based on a normal probability distribution, the odds of Sentinel Small jumping above the current price in 90 days from now is about 1.86%. The Sentinel Small probability density function shows the probability of Sentinel Small mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Sentinel Small has a beta of -0.1238. This usually implies as returns on benchmark increase, returns on holding Sentinel Small are expected to decrease at a much lower rate. During the bear market, however, Sentinel Small is likely to outperform the market. Additionally, sentinel Small has an alpha of 0.0763, implying that it can generate a 0.0763 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Sentinel Small to move above the current price in 90 days from now is about 1.86 (This Sentinel Small probability density function shows the probability of Sentinel Mutual Fund to fall within a particular range of prices over 90 days) .
Sentinel Small Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Sentinel Small market risk premium is the additional return an investor will receive from holding Sentinel Small long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Sentinel Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Sentinel Small's alpha and beta are two of the key measurements used to evaluate Sentinel Small's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.7328 | |||
Semi Deviation | 0.9196 | |||
Standard Deviation | 0.9561 | |||
Variance | 0.9141 |
Sentinel Small Against Markets
Picking the right benchmark for Sentinel Small mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Sentinel Small mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Sentinel Small is critical whether you are bullish or bearish towards Sentinel Small at a given time. Please also check how Sentinel Small's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Sentinel Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Sentinel Mutual Fund?
Before investing in Sentinel Small, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Sentinel Small. To buy Sentinel Small fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Sentinel Small. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Sentinel Small fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Sentinel Small fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Sentinel Small fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Sentinel Small, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Sentinel Small?
The danger of trading Sentinel Small is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Sentinel Small is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Sentinel Small. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Sentinel Small is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Sentinel Small. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
Complementary Tools for Sentinel Mutual Fund analysis
When running Sentinel Small's price analysis, check to measure Sentinel Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sentinel Small is operating at the current time. Most of Sentinel Small's value examination focuses on studying past and present price action to predict the probability of Sentinel Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sentinel Small's price. Additionally, you may evaluate how the addition of Sentinel Small to your portfolios can decrease your overall portfolio volatility.
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