This is a non-graphical version of the article. To save, please use your
browser File/Save function.
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.
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.