Sentinel Total Fundamental Relationships

SATRX -- USA Fund  

USD 10.41  0.02  0.19%

The Drivers Module shows relationships between Sentinel Total's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Sentinel Total Return Bond A over time as well as its relative position and ranking within its peers. Also please take a look at World Market Map.

Sentinel Total Return Cash Position Weight vs. Three Year Return Fundamental Analysis

Sentinel Total Return Bond A is rated below average in three year return among similar funds. It is rated fourth largest fund in cash position weight among similar funds creating about  0.41  of Cash Position Weight per Three Year Return. The ratio of Three Year Return to Cash Position Weight for Sentinel Total Return Bond A is roughly  2.46 
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Sentinel Total 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
5.58 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Sentinel Total 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
2.27 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Sentinel Total Return Cash Position Weight Comparison

  Cash Position Weight 
      Sentinel Total Comparables 
Sentinel Total is currently under evaluation in cash position weight among similar funds.

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