Schroder North American Equity Fund

Scorecard
3 / 5 Stars
Lipper
3 3 5 5 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.83 percent over the past year, 12.99 percent over the past three years, 21.70 percent over the past five years, and 6.94 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.1%
1 Year 23.8%
3 Years (Annualized) 13.0%
5 Years (Annualized) 21.7%
10 Years (Annualized) 6.9%

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Summary

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

Fees are Average compared to funds in the same category.
Schroder North American Equity Fund has an expense ratio of 0.68 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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