Important Disclosure
| Fund | Peer Group1 | Benchmark | |
| a | Common Stock | Morningstar Large Cap Blend | S&P 500 Index2 |
| b | Capital Growth | Morningstar Large Cap Growth | Russell 1000 Growth Index3 |
| c | Growth Leaders | Morningstar Large Cap Growth | Russell 1000 Growth Index |
| d | Small Company | Morningstar Small Cap Growth | Russell 2000 Index4 |
| e | International Equity | Morningstar Foreign Large Blend | MSCI EAFE Index5 |
| f | Balanced | Morningstar Moderate Allocation | S&P 500 Index |
| g | Government Securities | Morningstar Intermediate Government | Barclays CapitalU.S. Government Bond Index6 |
1. An average of funds within the particular category as determined by Morningstar based on investment styles as measured by their underlying portfolio holdings.
2. The Standard & Poor’s 500 Index is an unmanaged index of 500 widely held U.S. equity securities chosen for market size, liquidity, and industry group representation.
3. The Russell 1000 Index is an unmanaged index that measures the performance of the large-cap segment of the U.S. equity universe and includes approximately 1000 of the largest securities based on a combination of their market capitalization and current index membership.
4. The Russell 2000 Index is an unmanaged index that measures the performance of 2000 small-cap companies within the U.S. equity universe.
5. The Morgan Stanley Capital International (MSCI) Europe, Australasia, Far East (EAFE) Index is an unmanaged, free float-adjusted, market capitalization-weighted index that is designed to measure the equity market performance of developed markets, excluding the U.S. and Canada.
6. The Barclays Capital U.S. Government Bond Index is an unmanaged index comprising U.S. government and government agency securities with maturities of one year or longer.
An investment cannot be made directly in an index.
Certain Funds may use derivatives, which are financial contracts whose value depends upon or is derived from the value of an underlying asset, reference rate, or index. The Funds may use derivatives as part of a strategy designed to reduce exposure to certain risks, such as risks associated with changes in interest rates, or currency or credit risk ("hedging"). The use of derivatives may reduce the Funds' returns and increase the volatility in movements in the Funds' net asset values. For additional information regarding the use of derivatives, please see the current prospectus.
Midsized company stocks can be more volatile than large company stocks.
Large company stocks as a group could fall out of favor with the market and underperform investments that focus on small and mid-sized
company stocks.
Small company stocks can be more volatile than large company stocks.
International securities are subject to political influences, currency fluctuations and economic cycles that may be unrelated to those affecting the domestic financial markets and may experience wider price fluctuations than other Sentinel funds.
The Sentinel Balanced, Conservative Allocation, Government Securities and Short Maturity Government Funds are subject to interest rate risk.
Bond values will generally decrease when interest rates rise and will generally increase when interest rates fall. Mortgage-backed securities
(MBS) are subject to pre-payment risk. Fund shares are not insured or guaranteed by the U.S. government or its agencies.
Certain Sentinel Funds have adopted a redemption fee. For the International Equity and Small Company Funds, a fee of 2% will be assessed on the redemption of shares held for 30 calendar days or less.
The following are total annual operating expense ratios for Sentinel Funds Class A shares; Capital Growth – 1.45%, Common Stock – 1.24%, Growth Leaders – 1.67%, Mid Cap – 1.67%, Mid Cap Value – 1.68%, Small Company – 1.28%, Balanced – 1.20%, Conservative Allocation – 1.16%, Sustainable Core Opportunities – 1.50%, Sustainable Growth Opportunities – 1.61%, International Equity – 1.60%, Government Securities – 0.91%, Short Maturity Government – 0.93%. All expense ratio data is sourced from the prospectus dated March 30, 2010.
Investment return and principal value will vary so that you may have a gain or loss when you sell shares.
Past performance does not guarantee future results; current performance may be higher or lower than data quoted.
For performance current to the most recent month-end, visit www.sentinelinvestments.com. All funds referenced may not be on all platforms.
* Class A shares and Class C shares of the Small Company Fund are closed to new investors as of January 29, 2010, subject to certain exceptions. Existing shareholders may continue to purchase shares and reinvest dividends and capital gains. Please see the supplement dated January 4, 2010 to the Prospectus for more information.
Net Asset Value (NAV) is the value of a mutual fund share not including a deduction of a sales charge.
Investment return and principal value in any of the Funds will vary so that you may have a gain or loss when you sell shares. The performance data shown represents past performance, which is not a guarantee of future results. Current performance may be higher or lower than any data quoted.
Copyright © 2010, Sentinel Investments. All rights reserved.
Please consider a fund's objectives, risks, charges and expenses carefully before you invest. The prospectus contains this and other information. Please read the prospectus carefully before you invest or send money. Investment return and principal value in any of the Funds will vary so that you may have a gain or loss when you sell shares. The performance data shown represents past performance, which is not a guarantee of future results. Current performance may be higher or lower than any data quoted. Mutual funds are not insured by the Federal Deposit Insurance Corporation or any other government agency and are neither guaranteed by, nor deposits or other obligations of, any bank or affiliate. The Funds referred to on this Website may be offered only to persons in the United States and by way of prospectus.
Sentinel Investments is the unifying brand name for Sentinel Financial Services Company, Sentinel Asset Management, Inc., and Sentinel Administrative Services, Inc.
Sentinel Funds are distributed by Sentinel Financial Services Company, member FINRA, One National Life Drive, Montpelier, Vermont 05604