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Sentinel Investments Creates Two New Sustainable Funds
Almost $740 million in assets and 20,000 shareholder accounts transferred from Citizens Funds to Sentinel Investments with the completion of Sentinelís acquisition of Citizens Funds. Headquartered in Montpelier, VT, Sentinel Investments is the investment management branch of National Life Group.

Sentinel Sustainable Core Opportunities Fund (Class A symbol: MYPVX) absorbed two Citizens Funds: Citizens Core Growth Fund and the Citizens Value Fund. The also newly launched Sentinel Sustainable Emerging Companies Fund (Class A symbol: WAEGX) contains the two reorganized Citizens Funds: Citizens Emerging Growth Fund and the Citizens Small Cap Core Growth Fund.

The Sentinel sustainable funds will continue to apply Citizensí environmental, social and governance (ESG) screens and proxy voting guidelines. However, the four Citizens Funds (Citizens Global Equity Fund, Citizens Balanced Fund, Citizens Income Fund and Citizens Money Market Fund), which were reorganized into existing Sentinel Funds, will no longer have ESG screens applied.


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