3 / 5 Stars
4 4 5 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#149 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.72 percent over the past year, 13.07 percent over the past three years, 18.50 percent over the past five years, and 7.00 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.0%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||18.5%|
|10 Years (Annualized)||7.0%|
The investment seeks long-term capital growth. The fund normally invests at least 80% of its net assets in equity securities of companies organized and principally traded in, or with their principal places of business and principally traded in, North America. Its portfolio may include large, well-known companies as well as smaller, less-closely followed companies, including micro-cap companies. The fund may invest in common and preferred stocks, convertible securities and warrants of companies of any size market capitalization.
Fees are Average compared to funds in the same category.
Schroder North American Equity Fund has an expense ratio of 0.33 percent.
Risk is Average compared to funds in the same category according to Morningstar.