Sentinel International Equity BSEWBX

Morningstar Rating

Fund Research and Analysis

by David Kathman, CFA

Sentinel International Equity has kept its cool amid extremely volatile markets.

Kate Schapiro took over as this fund's manager in late 2005 with a mandate to make it a stable core foreign-stock fund that seldom shoots the lights out but is capable of doing well in a variety of market environments. Read more

Kudos

New manager Kate Schapiro has a solid record and 20 years of experience managing international-stock portfolios.

Regionally diverse portfolio within developed markets. Read more

Risks

New manager has built a research team from scratch, whereas the fund's old manager at Invesco had lots of analysts and more resources to draw on. Read more

Strategy

Manager Kate Schapiro's portfolio-building method has three parts: identification of big-picture trends, stock selection, and risk management. Her stock selection is based on five factors: growth, valuation, management, risk, and sentiment. Read more

Management

Kate Schapiro became this fund's new manager Dec. 15, 2005, replacing Erik Granade of Invesco, the fund's previous manager since 1994. Schapiro has more than 20 years of investment experience, mostly as a portfolio manager for international equities; she managed Wells Fargo Advantage International Equity from 1997 to 2001 and Strong International Stock from 2001 to 2004. Read more

Inside Scoop

Kate Schapiro took over this fund Dec. 15, 2005, after it had been subadvised by Erik Granade at Invesco for more than a decade. Schapiro has a generally solid track record in international investing and has made this a more straightforwardly core foreign fund. Read more

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